Kimberly Prentiss is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 credential and previously worked at OSAIC and Wells Fargo in various roles spanning over 15 years. Kimberly operates an investment-related business entity under the name Avant-Garde Investments. 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 services, and access to model portfolios and research from both internal and third-party sources.

Mark Mcneely is a CFP® professional with 23 years of industry experience, currently advising clients at LPL Financial since 2016. He previously worked at NewEdge Advisors, LLC from 2016 to 2023. In addition to his advisory work, Mcneely operates a tax preparation service under McNeely Tax Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory and brokerage services with both discretionary and non-discretionary management options.

Erin Winner is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Element Wealth Planning and Edward Jones. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lars Olson is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services. Olson also serves as a Chief Warrant Officer 2 in the New York Army National Guard. 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 consulting, and brokerage services, with diversified investment options supported by LPL Research and third-party subadvisors.

Alison Sabran is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2018 and previously at CLG LLC and EP Wealth Advisors. Outside of her advisory role, Sabran is also a licensed CPA involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Seth Stephens is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked in various roles including at Shipt and Kentucky Christian University, as well as serving as a pitching instructor. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support both discretionary and non-discretionary management strategies.

Kevin Luss is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked at MassMutual and Mmlisi for 22 years. He also owns The Luss Group Inc., an insurance agency based in Southampton, NY. 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Andre Mangano is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Citigroup, Infinex Investments, Ridgewood Savings Bank, Aegis Capital Corp, and HSBC Bank USA. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Angela Vlach is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 credential and 22 years of industry experience. She has been affiliated with LPL Financial since 2008 and operates through Financial Advocates Advisory Services and Financial Advocates Investment Management since 2011. Outside of financial advising, she serves as vice president and secretary of an upholstery business transitioned to an S corporation. 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, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Terry Rumker is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2019. He previously worked at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. In addition to his advisory work, he has been teaching at Ashland University since 1989. 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. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven tools across discretionary and non-discretionary management approaches.

Griffin Schroeter is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial, he worked at Fidelity Investments and operated as a self-employed advisor. He is also a self-published music artist based in Coventry, RI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network. The firm provides a comprehensive range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary portfolio management supported by research and third-party subadvisors.

Abdalhakim Khirfan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Securities America, Inc. and Questar Capital Corporation. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from various sources.

Maria Piechocki is a financial advisor at LPL Financial in San Diego, CA, with 17 years of industry experience. She holds the Series 66 designation and has worked at The Advisory Group since 2011, FSC Securities Corporation from 2008 to 2022, and Gregory P. Schill 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. The firm offers a range of advisory programs and financial planning services, combining proprietary research and third-party strategies across discretionary and non-discretionary management models.

Sean Fahey is a financial advisor with LPL Financial, holding the Series 63, 65, and 66 designations and over 34 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Investment Centers of America. Fahey also works as an independent insurance agent for multiple insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisers, offering a range of advisory programs, financial planning, and brokerage services.

Robert Birch is a financial advisor at LPL Financial in Fairport, NY, holding a Series 66 license with one year of industry experience. Prior to joining LPL Financial in 2025, he served 20 years in the United States Navy and worked at Heroic Public Benefit Corporation for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by in-house and third-party research.

Stephen Pratola is a financial advisor with LPL Financial in Jericho, NY, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Broadridge, and Morgan Stanley. He also operates Pratola Wealth Management LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a network of investment adviser representatives.

Stephen Rogers is a CFP® with 24 years of industry experience, currently serving at LPL Financial in Columbus, OH. His career includes multiple tenures at LPL Financial as well as roles at Voya Financial Advisors, Heartland Bank, and JCC Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, utilizing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

Julianna Morales is a Certified Financial Planner (CFP®) with 22 years of industry experience. She is currently an advisor at LPL Financial, where she has worked since 2019, following nine years at BMO Harris Financial Advisors, Inc. and ongoing employment with BMO Harris Bank NA since 2011. 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, including discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Ellis is a financial advisor with LPL Financial, holding a Series 66 designation and over 10 years of industry experience. He has been with LPL Financial since 2013 and is also a partner at QRGA, LLP, a CPA affiliate program. Additionally, he serves as a trustee for the Jonathan Kern Supplemental Needs Trust. 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 plan consulting, utilizing model portfolios, third-party research, and various portfolio management strategies.

Tammy Panagos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked with M&T Securities since 2006 and joined LPL Financial in 2021. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.