Thomas Moehringer is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. He has worked at LPL Financial since 2016 and also at Webster Bank since 2021, with prior experience at Astoria Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by research and multiple portfolio strategies.

Stephen Raupp is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at LPL Financial since 2010 and concurrently at Bank of Springfield since 2007. In addition to his advisory role, Raupp is involved in selling term and whole life insurance products through a bank insurance agency. 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.

Melinda Bini is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior experience includes roles at Bank of America and Merrill from 2016 to 2024, and Northfield Bank since 2024. Outside of her advisory work, she is involved with Northfield Investment Services as an investment representative. 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 retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Gail Waytena is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she serves as Marketing Director for Waytena & Associates 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 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 in-house and third-party research.

Melissa Stein is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Her prior roles include positions at NewEdge Advisors LLC and Mid Atlantic Capital Corporation, alongside operating Stein Wealth Advisers, LLC since 2009. She is also licensed as a non-variable insurance agent through Crump, providing life and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Stephen Melchiorre is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Equitable Advisors, Axa Advisors, and New York Life. 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, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

James Rehak Jr. is a ChFC® credentialed financial advisor with 40 years of industry experience, currently affiliated with LPL Financial. His prior experience includes long-term roles at Lawley firms and Cadaret, Grant & Co., as well as OSAIC. He serves on the audit committee of Challenge Manufacturing Company, an employee stock ownership plan (ESOP) company. 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 advisory programs and financial planning services, leveraging model portfolios and research from both internal and third-party sources.

Francesca Debonis is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2025. She has prior experience with Bergamo Tax & Accounting Services LLC and UBS Realty Investors LLC. In addition to her advisory role, she is a business owner of FD Realty LLC and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by proprietary research and third-party subadvisors.

Nicholas Dunham is a financial advisor with LPL Financial based in Greenwood Village, CO. He holds the PFS™ designation and has been active in the industry since 2018, including his work with Zimmerman & Dunham and his prior role at ND Sports 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. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by extensive research and model portfolios.

Richard Levand is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His work history includes positions at LPL Financial since 2019, United Southern Bank since 2017, and Blackwater Inn / Williams Landing from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Koczent Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with LPL Financial since 2004 and also serves as Vice President and Director of Financial Services at Lyons National Bank. 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, offering diverse advisory programs and financial planning services through a national network of investment adviser representatives.

David Zientek is a financial advisor with LPL Financial in Kingwood, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Intrua Financial LLC, Willis Johnson & Associates, and the University of Houston. Outside of advising, he is involved with ORDOS Tax Services as an Enrolled Agent and tax preparer. 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 a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

John L'Abbate is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. and American Investment Planners LLC. Outside of his advisory work, he is involved in tax preparation and accounting through roles at American Taxes Inc. and his own firm, John L'Abbate LLC. 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, utilizing model portfolios and research from LPL Research and third-party subadvisors, alongside various technology-driven investment strategies.

William Meltzer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 35 years of industry experience. His prior work includes positions at J.P. Morgan Securities, Gladstone Institutional Advisory LLC, and Private Portfolio Partners, LLC. Meltzer Financial LLC is a business entity he manages 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 discretionary and non-discretionary management, model portfolios, and various investment strategies supported by LPL Research and third-party subadvisors.

Brad Meador is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Bank of Springfield, Valic Financial Advisors, and Scottrade. He is the owner of an online retail business, BradsTreasureChest.com. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Bellsky is a financial advisor with LPL Financial in Frankenmuth, MI, holding Series 63, 65, and 66 credentials and 19 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Frankenmuth Credit Union and Sigma Financial Corp. Bellsky is also an agent for fixed annuities at the Investment Center located within Frankenmuth 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 diversified advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary and third-party research and technologies.

Clifton Mc Whorter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Aetna Life Insurance Co., among others. He is also involved with CHM Financial Services, a non-variable insurance 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 and financial planning services, utilizing both discretionary and non-discretionary management and leveraging research from multiple sources to support diversified investment approaches.

Stephanie Hammond is a financial advisor at LPL Financial based in Clackamas, OR, with eight years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2013. Since 2020, she has also been involved with Seasons Financial Group, a firm related to her LPL business. 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 advisory programs, financial planning, and retirement plan consulting, utilizing proprietary and third-party research along with various portfolio management strategies.

Jacob Wong is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience and previously worked at ServiceNow for six years. 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 range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jerry Milligan II is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise Financial Services, Waddell & Reed, and various insurance agencies. Outside of his advisory role, he is a business owner involved in acting, modeling, and voice-over work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.