Roger Moss is a financial advisor with LPL Financial in Montville, NJ, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc before joining LPL Financial. In addition to his advisory role, Moss is involved in tax preparation and accounting through Mileto Tax Prep. LPL Financial serves individual and institutional clients nationwide, offering a range of financial planning, advisory programs, and retirement plan consulting. The firm provides discretionary and non-discretionary management with access to model portfolios and research, supporting diversified and alternative investment strategies.

Karin Nilsson is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011. In addition to her advisory role, she works as a dealer or pit boss for a casino party vendor, managing events such as Christmas and corporate parties. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Alexander West is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at TruStage Credit Union, Thrivent Financial, and MassMutual Life Insurance Company. His background includes six years of service in the U.S. Army. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Scott Christian is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with LPL Financial and previously spent 13 years at Wells Fargo Advisors. Christian holds roles as a trustee and partial owner of investment-related businesses based in Alpharetta, GA. 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, through a national network of investment adviser representatives. The firm offers various advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Jacob Gregson is a financial advisor at LPL Financial with five years of industry experience. He previously worked at The Vanguard Group for five 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Adrian Hedwig is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and 13 years of industry experience. His prior experience includes a decade at CUSO Financial Services, LP. He also provides investment products and services through Salal Investment Services, a trade name used by LPL Financial. 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 both discretionary and non-discretionary management supported by research and model portfolios.

Patrick Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in Medicare supplement insurance policy sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joshua Engels is a financial advisor with LPL Financial in Erie, PA, holding CFP® and ChFC® designations and 12 years of industry experience. His prior work includes positions at Northwest Bank, PNC Investments, and Citizens Securities. Outside of finance, he owns a woodworking business specializing in furniture and home decor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning in portfolio management.

James Lowe is a financial advisor at LPL Financial with 38 years of industry experience. He previously worked at Commonwealth Financial Network for 13 years before joining LPL Financial in 2016. His credentials include Series 63 and Series 65 licenses. 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. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Travis Reap is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His previous roles include positions at Ameriprise, Ameriprise Financial Services Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, 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 and research from multiple sources.

Kevin Lozier is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Wells Fargo Advisors Financial Network LLC for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Andrew Bacharach is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 65 credentials and bringing two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Fifth Third Bank for eight years and Twin Farms for ten 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 retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kevin Quinley is a financial advisor at LPL Financial with 13 years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2021 and is also the owner of ParPoints Golf, a business related to golf. Quinley serves on the board of the Saline County Golf Association and is involved with several community organizations including The First Tee of Salina and Crime Stoppers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven portfolio management.

Steven Cellen is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 63 designation and previously worked at Equity Services, Inc. and National Life Group from 2012 to 2026. Outside of his advisory role, he operates Cellen Financial, where he sells life, disability, and health insurance as an agent for several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jaron Barrington is a financial advisor with LPL Financial in Granbury, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial in 2022, he spent 16 years at Walnut Ridge Baptist Church. Outside of his advisory role, Barrington is involved as a part-time music director and worship leader at First Baptist Church Granbury and also works as a singer and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Fernando Montemayor Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in IBC Investment Services and works with IBC Insurance Agency in connection with non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios from multiple sources.

Michael Fox is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2005. Based in Yukon, Oklahoma, he holds the Series 66 license and has a longstanding tenure at the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory and brokerage services utilizing diverse strategies, model portfolios, and research resources.

Craig Davis is a financial advisor at LPL Financial in Albany, NY, holding a Series 66 credential with four years of industry experience. Prior to his advisory career, he spent 16 years at Price Chopper Supermarkets. Davis is also a commissioned notary. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering a range of advisory programs, retirement plan consulting, and brokerage services through its network of investment adviser representatives. The firm provides both discretionary and non-discretionary management utilizing model portfolios and research from multiple sources.

Rebecca Winkel is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of finance, she is employed as a food wrapper and cook at The Gear Box. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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 model portfolios, research, and various management approaches.

Brian Trainer is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at American Portfolios Advisors, American Portfolios Financial Services, and BB&T Securities. Trainer is also involved in selling fixed annuities, fixed life insurance, and long-term care insurance plans. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.