Michael Mills is a financial advisor with LPL Financial in San Clemente, CA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2012 and also works with San Diego City Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, 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 discretionary and non-discretionary management and a variety of model portfolios and research resources.

Mark Magajne is a financial advisor with LPL Financial in Chicago, IL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2005 and served 17 years in the U.S. Air Force Reserve. Outside of his advisory role, he is involved in non-variable insurance sales through Leaders Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management with access to model portfolios and third-party research.

Robert Berger is a financial advisor with LPL Financial in Indianapolis, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and previously worked with Money Concepts Capital Corp for over a decade. Berger also conducts non-investment-related seminars through Benefit Planning Inc. 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, financial planning, and retirement consulting services, utilizing various portfolio management strategies and technology tools.

Edward Burgos is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial in Winter Park, FL. His prior roles include positions at United Community Bank, Guardian Life Insurance Company, Park Avenue Securities, Schwab Private Client Investment Advisory, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Daniel Ramsey is a CFP® professional with 15 years of industry experience, currently advising clients at LPL Financial since 2021. His prior roles include work with Waddell & Reed, various insurance carriers, and involvement with community organizations such as Sarasota Toastmasters Club. Ramsey has also served as a volunteer tax preparer for Step Up Suncoast and held a board position with Lakewood Ranch Referral Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Xiang Li is a financial advisor at LPL Financial with 21 years of industry experience. He has held his current position since 2010. Outside of advising, he works as an interpreter. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Trost is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to that, he was employed at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2016 to 2019. 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 model portfolios and research from LPL Research and third-party subadvisors.

James Lo Coco is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. His prior roles include positions at Western International Securities, Inc. and RJJ Pasadena Securities, Inc. Outside of his advisory work, he is involved in managing a real estate rental property in Monrovia, California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Robert Barnes is a financial advisor at LPL Financial with 38 years of industry experience. He previously operated Robert Barnes Asset Management and worked at Cadaret, Grant & Co., Inc. Outside of advising, he has a minor role in a local funeral home business. LPL Financial is a large national firm serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad range of advisory and brokerage services. The firm offers discretionary and non-discretionary management, model portfolios, and technologies including machine learning, supporting diversified and alternative investment strategies.

David Weaver is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Prior to joining LPL, he worked at Fawcett Marine Services, LLC and Mid-Atlantic Boat Sales, 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 a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Patrick Mcintyre is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and offering 32 years of industry experience. He previously worked at ICA Group Wealth Management, LLC, and Investment Centers Of America, Inc. Mcintyre also operates Mcintyre Wealth Management Inc., a business entity used for tax and investment purposes. 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 provides a variety of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research.

Joseph Markim is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Liberty Bank. 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 provides financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Brandon Powell is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also involved with Founders Federal Credit Union. 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, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Herbert Eng is a financial advisor with LPL Financial in Clearwater, FL, holding the CFP® designation and Series 63 license. He has 37 years of industry experience, including roles at LPL Financial since 2018 and Invest Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and research from multiple sources.

Nathaniel Hintz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Goto is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kjerulf Goto Wealth Management LLC and Waddell & Reed, Inc. Goto has served as a notary public and participated in community organizations such as the Rotary Club of Salem Sunrise. 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 broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Bret Edensword is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for five years and has been associated with both LPL Financial and Boeing Employee Credit Union since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. 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.

Brian Suttle is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and LEDVANCE for three years. Outside of his advisory role, he is associated with Thormahlen Holding Company as a borrower of a loan. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Bonfield is a financial advisor with LPL Financial based in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at PNC Investments, Fidelity Investments, and Farmers Insurance. 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 offers diverse financial planning and advisory programs supported by research and a range of management strategies.

Matthew Mullenneaux is a financial advisor at LPL Financial with 21 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2014. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.