Liam Davis is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Cadaret Grant & Co., Inc. and Equitable Advisors 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Taggert Kelly is a financial advisor with LPL Financial in Spring Lake, MI, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at VOYA Financial Advisors and has been involved with Edge Sports for over a decade. Outside of his advisory work, he owns businesses including Edge Sports, Ortho Edge, and Solar Plunge. 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, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Christopher Van Tassell is a financial advisor at LPL Financial in St. Cloud, MN, with nine years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisors LLC and Girard Securities, Inc. 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 broad range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Robert Davis is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for six years before joining IFG Advisory, LLC and LPL Financial in 2018. 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 both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Dennis Kaffel is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 56 years of industry experience. His prior firms include Western International Securities, Inc., where he worked for 11 years, and Brill Securities, Inc., where he served for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Jeffrey Sharman is a CFP® with 34 years of industry experience, currently serving as an advisor at LPL Financial since 2024. He has previously worked at Raymond James Financial Services from 2012 to 2024 and has been involved with Sharman Advisory Group LLC since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, 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 both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Michael Osgood is a financial advisor with LPL Financial in Dubuque, IA, holding a Series 66 designation and 17 years of industry experience. He has worked with LPL Financial since 2015 and was previously associated with VisionPoint Advisory Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management approaches and a variety of model portfolios and research resources.

Angelic Lemay is a financial advisor at LPL Financial in San Diego, CA, holding the Series 66 designation with 14 years of industry experience. She has been with LPL Financial since 2014, including a brief period at Commonwealth Financial Network in 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Jason Dobrzynski is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously held roles at Waddell & Reed, various insurance carriers, and operated small businesses including CMS Office Management, LLC and P-Team Inc. He was also a member of the Rotary Club of Western Springs from 2014 to 2017. 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 broad range of financial planning and advisory services supported by research, multiple investment programs, and technology-driven portfolio management options.

Jack Pochiro is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial, he worked at The Vanguard Group and has held various roles in education and business. Outside of advising, he is employed as an Uber Eats driver. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Bernier is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, he worked at Canter Wealth for five years and Pure Financial Advisors, Inc. for nine years. 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 variety of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and alternative investment strategies.

James Cole is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Sigma Financial Corporation for 23 years. Cole also serves on the board of the American Legion Post 97. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, third-party research, and various portfolio management services.

Gregory Wade is a financial advisor with LPL Financial in Longview, TX. He holds Series 63 and Series 66 designations and has 21 years of industry experience. Prior to joining LPL Financial in 2017, he worked for Investment Centers of America for nine years. 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, model portfolios, and retirement plan consulting.

Daryl Schafer is a financial advisor with LPL Financial in Boalsburg, PA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with LPL Financial since 2009 and also works with Culbertson Financial Services. Schafer serves as an elected Township Supervisor and Chairman for Haines Township in Centre County, PA, and is involved with the Penns Valley FFA Alumni and Supporters Association as a board secretary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, 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 research and model portfolios.

Winifred Ryan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her career includes long tenures at Next Financial Group and Norm Grant & Associates. 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, financial planning, and consulting services with access to model portfolios, third-party research, and various investment strategies.

Manford Laws II is a financial advisor with LPL Financial in Roswell, GA, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Hightower Advisors and HighTower Securities, LLC from 2016 to 2020, and at Wells Fargo Advisors, LLC from 2014 to 2016. 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 and financial planning services with discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Albert Linker Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and his own firm, Linker Financial Group, Inc. He is also the owner of Healthcare Resource Services, LLC, a business unrelated to investment advisory services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large 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, incorporating both discretionary and non-discretionary strategies.

Todd Gilleylen is a CFP® certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL Financial, he worked for Harris Investor Services Inc for 16 years. 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 model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Ryan Toronto is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 credentials and with 30 years of industry experience. He has been with LPL Financial since 2008. In addition to advisory work, he is involved in the marketing and sales of fixed insurance products through several affiliated insurance agencies. 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 financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

William Gorman Jr. is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Bank of America and Merrill. Gorman also operates a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by in-house and third-party research.