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Joseph M

Series 63, Series 65

Boca Raton, FL

LPL Financial

Joseph Mazzucco is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at JPMorgan Securities, LLC from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

College savings (529s, UTMA, etc.)
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Lan L

Series 63, Series 65

Sunnyvale, CA

LPL Financial

Lan Lin is a financial advisor with LPL Financial in Sunnyvale, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Lin has been with LPL Financial since 2009. In addition to advisory services, Lin is involved with Polaris Advisory, which provides non-variable insurance products including life, health, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Robin D

Series 63, Series 65

Clarksville, TN

LPL Financial

Robin Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2003. He is also involved with Legends Bank in Clarksville, Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Mary C

Series 63, Series 65

West Springfield, MA

LPL Financial

Mary Couture is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her prior work includes roles at People's United Advisors, Inc. and People's Securities, Inc., where she has been active since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Leon R

Series 63, Series 65

Oakland Park, FL

LPL Financial

Leon Rehak is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He worked at Raymond James & Associates for 12 years before joining LPL Financial in 2016. Outside of his advisory role, he is involved with Gordon Marketing, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Natalie M

Series 63, Series 65

Castle Pines, CO

LPL Financial

Natalie Mahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at Merrill for 23 years and Stifel Nicolaus & Co Inc for four years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Jennifer R

Series 66

Prosper, TX

LPL Financial

Jennifer Richter is a financial advisor with LPL Financial in Prosper, TX, holding a Series 66 designation. She has been with LPL Financial LLC/Thomson Investment Group since 2005, totaling 21 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Eric F

Series 66

Huntington Beach, CA

LPL Financial

Eric Frontino is a Series 66-licensed financial advisor with LPL Financial, based in Huntington Beach, CA. He has eight years of industry experience and has worked at LPL Financial since 2022. His prior career includes nine years with SchoolsFirst FCU and CUNA Brokerage Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Kyu K

Series 66

Valencia, CA

LPL Financial

Kyu Kim is a financial advisor with LPL Financial in Valencia, CA, holding a Series 66 designation and over four years of industry experience. He has been associated with LPL Financial since 2003 and is also involved with Envision Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Reed H

Series 65, Series 63

Fairhope, AL

LPL Financial

Reed Hicks is a financial advisor at LPL Financial with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including First Horizon Bank, Insperex LLC, and Raymond James. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services supported by diversified investment strategies and research.

College savings (529s, UTMA, etc.)
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Steve S

Series 63

Amarillo, TX

LPL Financial

Steve Sterling is a financial advisor with LPL Financial in Amarillo, TX, holding a Series 63 designation and bringing 32 years of industry experience. He worked at Investment Centers Of America, Inc. for 23 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a broad national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Bradley G

Series 63, Series 65

Winter Park, FL

LPL Financial

Bradley Geise is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at LP Financial LLC and Voya Financial Advisors, Inc., and he has operated Geise Financial since 2012. He is also an invention patent holder outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors, providing both discretionary and non-discretionary management across diversified investment strategies.

College savings (529s, UTMA, etc.)
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Ronald N

Series 66

Somerset, NJ

LPL Financial

Ronald Nagy is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Lew L

Series 63, Series 65

Sacramento, CA

LPL Financial

Lew Lemon is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LPL Financial since 2007. In addition to his advisory role, he dedicates a portion of his time to working with Golden 1 Credit Union members, referring them to credit union staff for traditional products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Travis N

Series 63, Series 65

Manitowoc, WI

LPL Financial

Travis Neiswender is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Wells Fargo Bank, and UnitedOne Credit Union, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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David H

Series 66

Memphis, TN

LPL Financial

David Hager is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently affiliated with LPL Financial and Cadence Bank. His prior experience includes roles at FTB Advisors and Duncan Williams, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to both discretionary and non-discretionary portfolio management.

College savings (529s, UTMA, etc.)
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Brian M

Series 65, Series 63

Wakefield, RI

LPL Financial

Brian Murphy Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. He has been with LPL Financial since 2020 and previously worked as a self-employed trader for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Reuben C

Series 63, Series 66

Nashville, TN

LPL Financial

Reuben Coopwood is a financial advisor with LPL Financial based in Nashville, TN, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and technology solutions.

College savings (529s, UTMA, etc.)
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Mavel B

Series 66

San Diego, CA

LPL Financial

Mavel Becerra is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. He previously worked at Wells Fargo Clearing for 17 years before joining LPL Financial in 2022. Outside of his advisory work, Becerra is a motivational empowerment speaker and consultant and volunteers with Templo Calvario CDC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

College savings (529s, UTMA, etc.)
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Rebecca H

Series 66

Richmond, VA

LPL Financial

Rebecca Hollis is a financial advisor with LPL Financial in Richmond, VA, holding a Series 66 designation and having four years of industry experience. She previously worked at Colonial River Investments, LLC, and Fidelity National Title Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

College savings (529s, UTMA, etc.)
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