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Jarrett A

Series 66

Rapid City, SD

LPL Financial

Jarrett Apa is a financial advisor with LPL Financial in Rapid City, SD, holding a Series 66 designation and 13 years of industry experience. He has previously worked at OSAIC and Sagepoint Financial, INC., and maintains a role with BMS Financial Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from internal and third-party sources.

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

CFP®, Series 63, Series 65

New York, NY

LPL Financial

Godfrey Statia Jr. is a CFP®-certified financial advisor with 11 years of industry experience, currently with LPL Financial since 2026. He previously worked at OSAIC for two years and spent a decade at American Portfolios Financial 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 brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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

Series 63, Series 66

Cottonwood Heights, UT

LPL Financial

James Duke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2003 to 2019. Outside of his advisory role, he is involved with music publishing businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

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

Series 66

Saint Albans, MO

LPL Financial

Austin Repp is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at National Planning Corporation and Northern Illinois University. Outside of his advisory work, he serves as an assistant wrestling coach at Pacific High School. 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, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

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

Series 63, Series 66

Bingham, ME

LPL Financial

David Doane is a financial advisor with LPL Financial based in Bingham, Maine. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has been with LPL Financial and Camden National Bank since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Heather W

Series 66

Suffolk, VA

LPL Financial

Heather Wineman is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Advisors, and Wells Fargo Clearing. Outside of her advisory work, she is involved in yoga instruction and personal training, owning Barefoot Balance LLC and working with several fitness and wellness businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from multiple sources and employing both discretionary and non-discretionary management approaches.

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

Series 63, Series 65

Shippenville, PA

LPL Financial

Matthew Best is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial in 2023. He holds the Series 63 and Series 65 licenses and operates Best Wealth Management alongside his spouse. 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 broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

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

Series 66

El Segundo, CA

LPL Financial

Dane Braunecker is a financial advisor with LPL Financial in El Segundo, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edward Jones, Extensiv LLC, and Murad LLC. 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 various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Elizabeth J

Series 63, Series 65

Charlo, MT

LPL Financial

Elizabeth Jewell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has previously worked at Western International Securities, Inc. and Financial West Group. Jewell also operates Jewell Enterprises, LLC, an investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Robert W

CFP®, Series 63

Poplar Bluff, MO

LPL Financial

Robert Whelan is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes over three decades with Avantax entities in various advisory and investment roles. In addition to his advisory work, he operates his own CPA practice and is involved in a sports training business in Columbia, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and corporations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party resources.

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

Series 63, Series 65

Kilmarnock, VA

LPL Financial

George Haskins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), which supports his role in providing tailored financial guidance to clients. George earned his Bachelor's Degree from Hampden-Sydney College. His educational background and professional credentials contribute to his expertise in wealth management and investment advisory services.

Wealth management
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Emily J

CFP®, Series 66

Kearney, NE

LPL Financial

Emily Jameson is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with LPL Financial. She has previously worked at Securities America Advisors and Securities America Inc. Since 2016, she has been involved in investment-related activities through entities connected to her LPL business, including non-variable insurance agency work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios and diverse investment strategies.

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

CFP®, Series 66

Hemet, CA

LPL Financial

Robert Brood is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent over two decades at Cetera and CETERA Financial Specialists LLC. Outside of his advisory role, he is a principal at Brood and Seibert CPA's, a tax preparation and accounting firm he has been involved with since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, utilizing both discretionary and non-discretionary management approaches.

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

Series 66

Dallas, TX

LPL Financial

Adriane Domanski is a financial advisor with LPL Financial in Dallas, TX, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Delaware Investments from 2016 to 2018. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 63, Series 66

Fort Mill, SC

LPL Financial

Terrington Myles is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Principal Securities, Inc. and Principal Life Insurance Company. His background also includes roles at The Vanguard Group and Fidelity Brokerage Services, as well as involvement with youth organizations such as First Tee Central Carolina and Pro Skills Basketball. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services through its extensive network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Tyler V

Series 66

Kimberly, WI

LPL Financial

Tyler Verstegen is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including Avaii Wealth Management LLC and CliftonLarsonAllen LLP. Verstegen also operates Verstegen Tax LLC, providing tax preparation and accounting services. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 66

Killeen, TX

LPL Financial

Fremont Hodson III is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Prior to joining LPL Financial in 2018, he spent 16 years at SII Investments, Inc. He also has experience as an independent insurance agent since 1991. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

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

CFP®, Series 63

Tampa, FL

LPL Financial

Tamara Shumate Brown is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2007. She is based in Tampa, FL, and holds a Series 63 license. She participates as a member of the Tampa Bay Estate Planning Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

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

Series 66

Stuart, FL

LPL Financial

Seth Sonnier is a financial advisor with LPL Financial in Stuart, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Florida Financial Advisors and Trinity Wealth Securities, as well as earlier experience outside the financial sector. Outside of advisory work, he is involved with Sonnier Brothers LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Kahlil A

Series 63, Series 65

Endicott, NY

LPL Financial

Kahlil Adames is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Bank of America, and Merrill. He is also associated with Visions Analysis LLC and Visions Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and offering model portfolios supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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