Allen Montemagno is a financial advisor with LPL Financial holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones, Waddell & Reed, and various insurance carriers prior to joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Feintuch is a CFP® professional with 21 years of experience in financial advisory services. He is currently affiliated with LPL Financial, where he has worked since 2017. His prior experience includes roles at INVEST Financial Corporation, Truist Investment Services, BB&T Investment Services, and Wells Fargo Clearing. He is also associated with Seacoast Wealth Management and Seacoast National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions using various strategic and tactical approaches supported by technology and third-party managers.

Michael Mc Kinnis Jr. is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at Waddell & Reed, Inc and Edward Jones. He also serves as a financial power of attorney for family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and retirement solutions through a large network of investment adviser representatives serving individuals, institutions, and retirement plans.

Kimberly Cox is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her career includes roles at Northwestern Mutual and Morgan Stanley, spanning over a decade before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, delivering advice through a large network of investment adviser representatives.

Timothy Giacoletti is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL in 2021, he worked at Royal Alliance Associates and HD Vest firms from 2013 through 2021. Outside of his advisory role, he is involved in tax preparation and accounting through G & A CPAS and Advisors and provides non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and a range of investment management solutions, supported by research-driven model portfolios and third-party subadvisors, with a broad platform that includes advisory and non-advisory financial services.

Lara Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with LPL Financial since 2013 and has a longstanding association with Redstone Federal Credit Union dating back to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and a broad financial services network.

Reed Terry is a financial advisor with LPL Financial in Woodinville, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies along with technological tools to support its advisors.

Teodor Trandafir is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2007. His prior experience includes roles at Partners Federal Credit Union and the University of Wisconsin-CU. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a broad network of more than 22,800 advisors.

Arthur Felix is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, having previously worked at Ameriprise Financial Services, J.P. Morgan Securities, and Morgan Stanley. Arthur is also involved with Amplify Wealth Management, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Amanda Aguilar is a CFP®-designated financial advisor with eight years of industry experience. She is currently with LPL Financial and has prior experience at JP Morgan Securities, JP Morgan Chase Bank, and AXA Advisors. Outside of her advisory role, she serves as a research analyst for Provenance Technologies Inc. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various technology tools.

Evan Vink is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Sterling Financial Management, the Department of Defense, and Red Bull. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management through a large network of advisors.

Sarah Zirbel Nowak is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of her advisory role, she is involved with Hugo Wealth Partners, a DBA related to her LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Dale Lavelle Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at North Atlantic Investment Partners, Raymond James Financial Services, Wells Fargo Clearing Services, Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

Courtney Jones is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Securities America Advisors and Tpnp (formerly The Paris National Bank), where she has been employed since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Andrew Graser is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Rothschild & Co. Asset Management US Inc., Citigroup Global Markets, and Entoro Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies.

Jack Halvorsen is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he operated under Wealth Bridge Financial Group, a DBA for LPL, for one year. His background includes work outside finance, such as positions at Southwood Golf Club and Pizza @ Tyrone Square. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment approaches including model portfolios, third-party management, and customized strategies.

Brenda Henning is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Old National Bank, Foresters Financial Services, and First Investors Advisory Services. She also participates in a referral program for banking products through Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Holden Enniss is a financial advisor with LPL Financial in La Mesa, CA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley and Hillstone, along with earlier experience at Enniss Inc. and other firms. He also has a background involving Francis Parker School and Columbia University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Norman Lam is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo, JP Morgan Chase, Charles Schwab, and Transamerica Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Cheri Keene is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has worked at LPL Financial since 2015 and concurrently serves at the National Bank of Arizona since 2014. Keene also holds a role as a business development officer and trading manager at Zions Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.