Lee Harp is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked for Next Financial Group, Inc. for 21 years before joining LPL Financial in 2025. Harp holds Series 63 and Series 65 licenses. 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, supported by model portfolios and research from LPL Research and third-party subadvisors.

Kathryn Carter is a CFP® with 42 years of experience in the financial industry. She has worked at LPL Financial since 2020 and previously spent 11 years at Sagepoint Financial, Inc. In addition to her advisory role, she operates an insurance agency selling personal and commercial insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network, offering financial planning, advisory programs, and retirement plan consulting with discretionary and non-discretionary management across various investment strategies.

Scott Stanley is a CFP®-credentialed financial advisor with LPL Financial, where he has worked since 2012. He has 13 years of experience in the industry. Scott operates Pharos Wealth Management, a name he uses exclusively for his LPL-related wealth management services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Kevin Armes is a CFP® professional with eight years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Edward Jones, Bank of America NA, and Merrill Lynch. Outside of his advisory role, he has ongoing employment at Las Colinas Country Club and manages YouTube channels focused on music theory and investment topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary investment management.

Ryan Rosenow is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with LPL Financial and has prior experience at CUNA Brokerage Services, CUNA Mutual Group, and Ameriprise Financial Services. Additionally, Rosenow is involved with CUNA Mutual Executive Benefits, dedicating part of his time to this 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 large network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Jodie Smith is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at CUNA Mutual Group and Cuna Brokerage Services, Inc. She is co-owner of a real estate rental business. 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 alongside model portfolios and research from multiple sources.

Cheryl Angelini is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with CUSO Financial Services and Educators Credit Union, where she currently serves as a program assistant. Angelini is also a notary and has a role as vice president in a home-based for-profit business. 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. The firm offers various advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, leveraging research from LPL Research and third-party subadvisors.

Bradley Mondshane is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He previously worked at Fidelity Brokerage Services for 12 years before joining LPL Financial in 2018, with a brief retirement period between 2017 and 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with insights from in-house and third-party research.

Rajesh Desai is a financial advisor with LPL Financial in Sugar Land, TX, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Outside the financial sector, he is involved as a business owner of Namaskaar Foundation, LLC, which operates in travel and electricity distribution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both internal and third-party sources.

Dean Arens is a financial advisor with LPL Financial in Springfield, MO, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2003. He serves on the Professional Advisors Council of the Community Foundation of the Ozarks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutional entities. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Joshua Potter is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America, Downriver Capital Management, and ongoing involvement with Hawk Financial and Simple Wealth, both of which are business entities used for tax and investment purposes. 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 and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Ryan Schneider is a financial advisor with LPL Financial in Hartland, WI, holding a Series 66 designation and 21 years of industry experience. His prior roles include 17 years at Ameriprise Financial Services and three years at BMO Bank. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jane Scarbrough is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2009. She also operates Scarbrough Financial Group, LLC, which she has managed since 2005. The firm, LPL Financial, is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a variety of advisory programs and financial services.

Jeffrey Smith is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2012 and has concurrently worked at Linsco/Private Ledger 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 financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research from LPL and third-party subadvisors.

Francis Donnelly is a CFP®-designated financial advisor with two years of industry experience, currently affiliated with LPL Financial in Alexandria, VA. His prior experience includes roles at M&T Bank, Wells Fargo Clearing, Wells Fargo Bank, Truist Financial Corp, US Bank, and TIAA Bank. 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, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Kirk Jones is a financial advisor at LPL Financial with 23 years of industry experience and holds a Series 66 designation. He has worked previously at Western Wealth Management, LLC and Independent Financial Partners. Outside of his advisory work, Jones is involved in sports broadcasting, including roles as a college football pregame radio co-host and a color analyst for the Denver Broncos football team. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, providing both discretionary and non-discretionary management options.

Andrew Miller is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and two years of industry experience. His prior work includes positions at ESL Investment Services, Morgan Stanley, and Equitable Advisors. Outside of finance, Miller has experience as a freelance tennis instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, delivering both discretionary and non-discretionary management with access to model portfolios and research.

Mark Behrens is a financial advisor with LPL Financial in Oswego, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he serves as trustee for two family testamentary trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

Thomas Floyd is a financial advisor with LPL Financial based in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His career includes positions at Scottrade, TD Ameritrade, Robinhood Financial, and Fairwinds Credit Union. He also operated Floyd Financial Coaching, LLC and worked as a home educator. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christian Bautista is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Wells Fargo, and Northwestern Mutual. Bautista is also involved with Ness Services, LLC, a non-investment-related business in Billings, MT. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.