Eric Schod is a financial advisor with LPL Financial in Bridgeport, CT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Cadaret, Grant & Co. Inc. and ongoing involvement with Corporate Benefit Enterprises and RemSept LLC. Outside of finance, he is active as a bassist and booking artist with RemSept LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, 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 with support from LPL Research and third-party subadvisors.

Jonathan Tan is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2010. 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 programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Kathe Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Mutual of Omaha Bank and Questar Asset Management. She has been with LPL Financial since 2017. 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 offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Matthew Weaver is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has been with LPL Financial since 2016 and has worked at Fremont Bank since 2015. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Christopher Spaugh is a CFP®-credentialed financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 13 years at THE Vanguard Group, Inc. He is based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with proprietary and third-party research.

David Yaegers is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and possessing 55 years of industry experience. He has been with LPL Financial since 2002. 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, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Vincent Richtar is a financial advisor with LPL Financial in Wexford, PA, holding a Series 63 designation and having 32 years of industry experience. He previously worked at Cottrill Arbutina Wealth Management Group from 2015 to 2019 and has been with LPL Financial since 2013. Richtar also engages in fixed insurance sales as an independent contractor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit 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, providing both discretionary and non-discretionary management along with access to model portfolios and research from multiple sources.

Peter Lynch is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at University Federal Credit Union, CUSO Financial Services, BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Joshua Yoskosky is a financial advisor with LPL Financial and holds Series 66 and Series 63 licenses. He has 11 years of industry experience with prior roles at Cantilever Wealth Management LLC, Union Bridge Capital, The Leaders Group Inc, Monti, Thompson & Getty, Bank of America, Merrill, and Pioneer Investment Management. 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, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management strategies.

Patrick Whelan is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Investment Advisors Asset Management, LLC, Investment Advisors Financial Group, LLC, OSAIC, Thomas Seely Agency, Inc., and Benefit Plan Consultants. 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 plan consulting, supported by proprietary and third-party research and a variety of portfolio management options.

Jonathan Lewandowski is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Woodbury Financial Services and JPMorgan Securities, along with eight years at Elite Soccer Academy. Outside of finance, he is involved in soccer training as a part-time trainer for the River Dell Blackhawks. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research to support a range of investment strategies.

Matthew Day is a Series 66 licensed financial advisor with LPL Financial in Columbia, MD, where he has worked since 2008, totaling 18 years of industry experience. He is also involved with Belman Klein Insurance, providing life, health, disability, LTC, and fixed annuity insurance products. 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.

Robert Wright is a financial advisor with LPL Financial in Dunmore, PA, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved with Peoples Security Wealth Advisors, an LPL-related business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering services such as financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management options supported by research and model portfolios.

Giovanni Volpe is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he spent 10 years at Raymond James & Associates. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

John Davis II is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, he serves as a baseball coach for Easley Baseball Club and St. George's Independent School. 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, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mark Durfee is a financial advisor with LPL Financial based in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with Bob Johnson Insurance Inc. since 1996. Outside of advising, he has engaged in selling football cards on eBay as a non-investment related activity. 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 variety of advisory programs, financial planning, and brokerage services, incorporating discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Cristian Martinez is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo in various roles between 2011 and 2023. Martinez is also a commissioned notary. 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 brokerage services, with investment management supported by both proprietary and third-party research.

Stephen Fregosi is a financial advisor at LPL Financial with a Series 66 credential and 10 years of industry experience. He has operated his own law practice since 2015 and has held roles with David Walgren and various insurance carriers. Outside of financial advising, he maintains an active law practice and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.

Susan Lombardo is a CFP® professional with 30 years of industry experience. She is currently with LPL Financial, where she has worked since 2019, following a 10-year tenure at Wells Fargo Advisors Financial Network LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Rodney Hunke is a financial advisor with LPL Financial in Wayne, Nebraska, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has worked at Elkhorn Valley Bank & Trust and LPL Financial since 2015. Outside of his advisory role, he is also involved as an agent selling fixed annuities. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, employing discretionary and non-discretionary management alongside model portfolios and third-party research.