Todd Obrien is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He worked at Colliers Securities LLC for 18 years before joining LPL Financial in 2021. Outside of his advisory role, he is associated with Todd OBrien LLC, a business entity for tax and investment purposes. 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.

Tracy Forsythe is a financial advisor at LPL Financial with 28 years of industry experience and a Series 66 credential. Prior to joining LPL Financial in 2024, Forsythe worked at Arbor Point Advisors, Securities America Advisors, Securities America, and KMS Financial Services. Outside of advisory work, Forsythe is co-owner of Highlander Capital LLC, a business entity used for tax and investment purposes. 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 range of advisory and brokerage services including financial planning, retirement plan consulting, and model portfolio management.

Derek Alfinito is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. Outside of advisory roles, Derek has experience in the restaurant and lounge sector. 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 advisory programs and financial planning services, supported by research and technology-driven approaches.

Richard Briner is a financial advisor with LPL Financial in Maumee, Ohio, holding a Series 63 designation and bringing 31 years of industry experience. He has been with LPL Financial since 2006. 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Tracy Applewhite is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She also serves as a notary public. 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 model portfolios, third-party research, and technology-driven solutions across discretionary and non-discretionary management strategies.

James Henry is a financial advisor with LPL Financial in Victoria, TX, holding the ChFC® and Series 63 credentials and bringing 44 years of industry experience. Prior to joining LPL in 2018, he spent seven years with Cambridge Investment Research Advisors and has operated James R. Henry CLU & Co. since 1974. He is also involved in managing a commercial rental property and acts in a fiduciary capacity for a revocable living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities nationwide. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to in-house and third-party research and model portfolios.

Stockton Johnson is a financial advisor at LPL Financial, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Preferred Retirement Options and Watt Insurance. His background also includes work in education and community organizations in Idaho Falls, ID. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Scott McDonald is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2008. He is based in West Linn, OR, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a beekeeping and flower sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

Dawn Rosa is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2011. Rosa is also associated with Webster Investment Services, where she has worked since 2008. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Gaye Gandy is a financial advisor with LPL Financial in Mobile, Alabama, holding a Series 66 designation and 31 years of industry experience. Prior to joining LPL Financial in 2023, Gandy worked for Kovack Advisors and Kovack Securities, Inc. from 2002 to 2023. Gandy also serves as a personal representative for the estate of Dorothy S. Gandy. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research while providing both discretionary and non-discretionary management options.

Denava Horn is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. She has been with LPL Financial since 2014. Outside of advising, she is involved with consignment sales through Just Between Friends. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified and alternative investment strategies.

Corey Wilson is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Mills-Price & Associates, Inc. for six years before joining LPL Financial in 2012. Outside of his advisory work, he manages an Etsy shop called The Girl With the Blueprint. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Bertram Riley Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previous experience at Cadaret, Grant & Co., Inc., Royal Alliance, and Petersen Investments, Inc. 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 brokerage services supported by diversified investment strategies and technology-driven portfolio management.

Michael Conley is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Michael Cheslock is a financial advisor with LPL Financial, holding a Series 63 license and bringing 30 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with NBT Insurance Agency, LLC, where he works in marketing, sales, and service of fixed life, disability, long-term care, health, and annuity 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, supported by a variety of research and investment strategies.

Jacob Ackerman is a financial advisor with LPL Financial in Clearwater, FL, holding the Series 66 designation and eight years of industry experience. He previously worked at Calton & Associates, Inc. and New York Life. Outside of his advisory role, Ackerman is employed by American Dream CPA in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

William Mahoney is a financial advisor with LPL Financial in Providence, RI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His work history includes roles at Rockland Trust Company and TIAA-CREF. He also serves as Senior Vice President in Rockland Trust Investment Management Group. 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 wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Peter Jochems is a financial advisor with LPL Financial in Windsor, CO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for nine years. Outside of advising, he pursues oil painting and serves as a trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Amy Hill is a financial advisor at LPL Financial with a Series 66 credential and over 30 years of industry experience, including 27 years at Wells Fargo. She has also worked at Principal Trust Company, Ascensus, and Allegacy 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, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies such as machine learning.

Michael Steinebach is a financial advisor with LPL Financial based in Ada, Michigan. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Hungerford Financial and United Planners' Financial Services. Steinebach is also a licensed agent selling life, disability, and health insurance. 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 range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and various portfolio management solutions.