Hans Reese is a CFP® professional with 25 years of experience in the financial industry. He has been with LPL Financial in San Mateo, CA, since 2006. Outside of his advisory work, he is associated with Legal Shield in a limited, non-investment capacity. 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 provides various advisory programs and financial planning services, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Pieter Lamley is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and in the real estate and energy sectors. 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 range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Roman Moriarty is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Financial in Charlotte, NC. His prior experience includes roles at Ameriprise and UBS Financial Services. Outside of finance, he operates a sole proprietorship in modeling and owns a small online business selling car stickers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by discretionary and non-discretionary management and various model portfolios.

Christina Suchorabski is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2016. 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 services, including model portfolios and retirement plan consulting, supported by research and technology solutions.

Jason Haswell is a financial advisor with LPL Financial in Wheeling, WV, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Royal Alliance Associates, Inc. for five years. He hosts a podcast unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Darin Dequardo is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at G2 Insurance Services, Inc and Ohio National Financial Services and has a long tenure with THE O.N. Equity Sales Company. Outside of his advisory role, he is involved with Dequardo Insurance Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of advisers, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

William Hinch is a financial advisor with LPL Financial based in San Diego, CA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been affiliated with Uvest Financial Services since 2010 and with LPL since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, featuring discretionary and non-discretionary management and access to model portfolios and research from multiple sources.

Antonio Desamours is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, where he worked for over a decade each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by extensive research and model portfolios.

Andrew Dean is a financial advisor at LPL Financial in Birmingham, Alabama, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes positions at Horizons Financial Group and The SSI Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm provides a range of financial planning and advisory programs along with discretionary and non-discretionary management services supported by research and model portfolios.

Adrian Little is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2009 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Joseph Polwrek is a financial advisor at LPL Financial based in Pasadena, CA, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Monte Vista Christian School and Newell Brands. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Elizabeth Norman is a financial advisor with LPL Financial in Brea, CA, holding Series 63 and Series 65 licenses and with 42 years of industry experience. She worked for National Planning Corporation for 17 years before joining LPL Financial in 2017. She serves as trustee of the Norman Family Trust and is president of Retirement Specialists, Inc., a business related to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, leveraging both discretionary and non-discretionary management supported by internal and third-party research.

Justin Brown is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Edward Jones, BOK Financial, Merrill, and New York Life Insurance Company. 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 a range of advisory programs and financial planning services utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Bayley is a financial advisor with LPL Financial in Coeur D'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as operating Michael Bayley Notary for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining proprietary and third-party research with both discretionary and non-discretionary management strategies.

Austin Pate is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and nine years at LPL Financial. Prior to his advisory career, he worked at Round Table Pizza for five years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Corey Beucus is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2009. 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 range of advisory and brokerage services, employing both discretionary and non-discretionary management and providing access to model portfolios, third-party research, and various investment strategies.

Scott Caldwell is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and possessing 34 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger) since 2000. In addition to his advisory work, he co-manages Sweetwater Farm LP, a limited partnership established for tax purposes, alongside his brother. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Lary Burton is a financial advisor with LPL Financial, holding a Series 63 designation and over 20 years of industry experience. He has been with LPL Financial since 2005 and served 18 years at Gateway Baptist Church. Outside of advising, he is secretary and treasurer of Isaiah’s Legacy, a charitable organization focused on assisting the poor and underprivileged, where he helps with fundraising and distribution of gifts. 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 comprehensive financial planning and advisory programs, providing both discretionary and non-discretionary management along with access to model portfolios and research from multiple sources.

Robert Savage is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Bankers Life Advisory Services, Bankers Life Securities, HD Vest Investment Services, and operating a law practice, Savage Law, PLC. 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, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and various investment strategies.

Walter Warren is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with LPL Financial since 2005 and has operated Financial Advocates Advisory Services since 2013. Warren also manages Laurus Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.