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Jennifer D

Series 63, Series 66

Oceanside, CA

LPL Financial

Jennifer D’Amico is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. Her prior roles include positions at Merrill and Wells Fargo Clearing. She operates JD Consulting, a home-based business unrelated to investment activities. LPL Financial is an SEC-registered 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 services, including financial planning, retirement plan consulting, and access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Mark B

Series 63, Series 65

Phoenix, AZ

LPL Financial

Mark Barenbaum is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior firms include Woodbury Financial Services and OSAIC. Outside of advisory work, he is the owner of Baum54 INC, a business unrelated to investments. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Ryan W

Series 63

Maple Grove, MN

LPL Financial

Ryan Woytcke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 23 years of industry experience. He previously spent 20 years at Crown Capital Securities, LP and has been involved with Financial Success Ltd. since 1999. Outside of advising, he is engaged in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Kyle G

CFP®, Series 63, Series 66

Monona, WI

LPL Financial

Kyle George is a CFP® professional affiliated with LPL Financial, with 12 years of industry experience. He has worked at LPL Financial, Johnson Bank, and BMO Harris Financial Advisors, among other firms. He is also involved with Lake Ridge 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 investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Raymond D

Series 63

La Mesa, CA

LPL Financial

Raymond Dexter is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial since 1990. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Ladd M

Series 63, Series 66

Lake Oswego, OR

LPL Financial

Ladd Mckittrick is a financial advisor with LPL Financial who holds the Series 63 and Series 66 designations and has 28 years of industry experience. He has been with LPL Financial since 2009. Mckittrick operates a business under the name MCK Financial Services. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

College savings (529s, UTMA, etc.)
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John T

Series 66

Cape Girardeau, MO

LPL Financial

John Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Before joining LPL Financial in 2020, he worked for Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2011 to 2020. 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, advisory programs, and brokerage services with discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Robert C

Series 63, Series 65

Laguna Beach, CA

LPL Financial

Robert Corona is a financial advisor with LPL Financial based in Laguna Beach, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Raymond James and Associates, Oppenheimer, and Ameriprise Financial Services. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non‑discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Michael M

Series 63, Series 65

Stonington, CT

LPL Financial

Michael Mondello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2019 and previously spent six years with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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, utilizing a range of model portfolios, research, and technology solutions.

College savings (529s, UTMA, etc.)
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Lee D

Series 63, Series 65

Houston, TX

LPL Financial

Lee Dudinsky is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior experience includes ten years at FSC Securities Corporation and over three decades of self-employment. He has acted in a fiduciary capacity for an estate and is also involved as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, research from multiple sources, and advanced technologies.

College savings (529s, UTMA, etc.)
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Robert S

Series 63, Series 65

Meridian, ID

LPL Financial

Robert Schelling is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise Financial Services LLC, IDS Life Insurance Company, and American Express Financial Advisors, each for over two decades. 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 services, and retirement plan consulting, with access to model portfolios, research, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Tyler S

ChFC®, Series 66

Germantown, WI

LPL Financial

Tyler Sass is a financial advisor at LPL Financial with nine years of industry experience. He holds the ChFC® and Series 66 designations and has worked at several firms including Associated Investment Services, WaterStone Bank, and Western Southern Life. Outside of his advisory role, he operates a Twitch streaming channel where he streams video games. 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 financial planning, advisory programs, and retirement consulting services, utilizing model portfolios and research from various sources to support diversified and alternative strategies.

College savings (529s, UTMA, etc.)
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John P

Series 63, Series 65

Brick, NJ

LPL Financial

John Petit is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He previously worked at The Investment Center, Inc. for 26 years and has been with Ic Advisory Services, Inc. for 20 years. In addition to his advisory work, he operates a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Thomas H

Series 63, Series 66

Bethel Park, PA

LPL Financial

Thomas Heller is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at NEXT Financial Group for 25 years. He also engages in tax preparation and accounting as a CPA on a limited basis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing various management approaches and investment research.

College savings (529s, UTMA, etc.)
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James V

Series 63, Series 66

Scranton, PA

LPL Financial

James Van Wert Jr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for over 30 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 nationwide network. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research from multiple sources.

College savings (529s, UTMA, etc.)
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Luke E

Series 66

Austin, TX

LPL Financial

Luke Ellis is a financial advisor at LPL Financial in Austin, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors LLC, and Elefos, along with work experience at the University of Florida and Snap-On Tools. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Ahamad M

Series 63, Series 66

Boston, MA

LPL Financial

Ahamad Makouk is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at John Hancock Advisers and John Hancock Funds. 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, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Lawrence K

Series 63, Series 65

Fresno, CA

LPL Financial

Lawrence Kipp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Linsco/Private Ledger Corp since 2004 and operates a business under the name Kipp Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Brian H

CFP®, Series 66

Lady Lake, FL

LPL Financial

Brian Hentz is a CFP®-designated financial advisor with 28 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for five years. Outside of his advisory role, he is a managing member of Graunke & Hentz Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Todd A

Series 66

Hickory, NC

LPL Financial

Todd Ashworth is a financial advisor with LPL Financial in Hickory, NC, holding a Series 66 license and 16 years of industry experience. He has previously worked at Raymond James Financial Services and is a partner at Renaissance Financial Partners of NC, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives, offering a range of advisory programs and financial planning services.

College savings (529s, UTMA, etc.)
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