Craig Matherne Sr. is a financial advisor with LPL Financial, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones and spent over a decade with Premier Charters of Grand Isle. He also operates a YouTube channel related to investments. 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 supported by model portfolios and research.

Robert Hikes is a CFP®-certified financial advisor with 20 years of industry experience, currently associated with LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation for five years and has been involved with Affinity Federal Credit Union since 2007. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research support.

Martin Harban is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience working with employees and business owners, focusing primarily on retirement planning. Martin advises clients across various areas including divorce transition planning, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, personal retirement planning, portfolio management services, small business strategies, and retirement income. Throughout his career, Martin has engaged with thousands of individuals to discuss financial topics and develop personalized savings plans. He emphasizes a one-on-one approach to create financial strategies tailored to each client's unique goals. His expertise encompasses money management, stocks, bonds, annuities, and 401(k) plans, with a focus on helping clients understand how these elements integrate within the broader market and economy. Martin holds a Bachelor's Degree from Drake University and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also participates in community activities and dedicates time to volunteering. Outside of his professional work, Martin enjoys fishing, football, reading, running, and spending time with his family.

Timothy Donaldson is a financial advisor with LPL Financial in Tampa, FL, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at Invest Financial Corporation, Calton & Associates, Inc., and Bank of Tampa. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Erin Tress is a CFP® with five years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, Concord Wealth Management, and Echo Global Logistics. Outside of her advisory work, she volunteers with a local income tax assistance program and serves as a board member for a condominium association in South Burlington, VT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, supported by research and multiple investment approaches.

Daniel Nycklemoe is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Guardian Life Insurance and Park Avenue Securities. Outside of advising, he is involved in group coaching through Breakthrough Table, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by extensive research and third-party subadvisors.

Michael Frederick is a CFP® and ChFC® with 26 years of industry experience. He currently works at LPL Financial and has previously been affiliated with firms including J Alden Associates, Alden Capital, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo. He serves as treasurer of the Upper Frederick Fire Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Chad Beck is a financial advisor with LPL Financial based in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at LPL Financial since 2022 and previously operated Grove Point Investments, LLC and Grove Point Advisors, LLC, as well as H.Beck, Inc. for ten years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven investment approaches.

Angela Curtis is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2012. She holds a Series 63 license and conducts her practice in Centerville, Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Mary Purgason is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2009. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Thomas De Caprio is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Transamerica. 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 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 in-house and third-party research.

Steven Davis is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Valic for 20 years and Securities America Advisors for five years. He holds Series 63 and Series 65 licenses and is also licensed to sell term and whole life insurance. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management strategies.

Ronald Witter Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc and Morgan Stanley Private Bank, N.A. He is based in Newport Beach, CA. 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, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Howard Kleinman is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MetLife Securities, Metropolitan Life Insurance Company, and MassMutual. His other business activities include insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisor representatives. The firm offers a range of financial planning and advisory programs supported by research and employs both discretionary and non-discretionary management strategies.

Savannah Patrick is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Montgomery Cardiovascular Associates and has a background that includes roles in education and ministry. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, providing both discretionary and non-discretionary portfolio management.

George Marshall is a financial advisor with LPL Financial based in Clifton Park, NY, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. Prior to joining LPL Financial in 2025, he spent 23 years at Next Financial Group, Inc. He serves as a FINRA arbitrator and is involved in tax preparation and accounting, as well as non-variable insurance through his associated business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources, and offers both discretionary and non-discretionary management across its offerings.

Benjamin Alford is a financial advisor with LPL Financial in Shreveport, LA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved as a business owner in an oil and gas enterprise. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven approaches.

James Hyndman IV is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2018 and previously worked at SII Investments, Inc. from 2013 to 2018. Outside of his advisory role, he provides financial aid consulting through Iron Board Financial LLC. 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 financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

Curtis Fagan is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor since 2007. Fagan also serves as a notary public, providing this service free to clients and associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, 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, and provides research-supported model portfolios and various institutional client services.

James Schilling is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Guardian Life, Equitable Advisors, and service in the United States Marine Corps Reserves. He continues his involvement with the Marine Corps Reserves alongside his financial advisory work. 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 both discretionary and non-discretionary management supported by model portfolios and research from various sources.