Richard Auteri II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has previously worked at Cetera and Foresters Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports investment advisers with model portfolios, tactical strategies, and various operational tools, while maintaining significant scale and diverse financial activities beyond advisory services.

Brian Elmer is a Series 66-registered financial advisor with LPL Financial, based in Kimberly, Wisconsin, and has five years of industry experience. His background includes roles at Capital Credit Union, CUSO Financial Services, and First Business Bank. Outside of finance, he co-owns Allie & Brian Photography LLC. 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 participant-level retirement advice, supported by a broad platform and extensive network of investment adviser representatives.

Andre Mcdonald is a financial advisor with LPL Financial in Urbana, MD, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2009, following roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as machine learning for operational and research assistance.

Timothy Haubenstricker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include work at Levi Befort and Steve Farrell, as well as over two decades at Waddell & Reed and various insurance carriers. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools like machine learning for operational and research assistance.

Olivia Koltiska is a financial advisor at LPL Financial with prior experience at D.A. Davidson & Co. and Frontier Asset Management LLC, totaling over a decade in the industry. She holds the Series 66 designation and is based in Sheridan, Wyoming. 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 financial planning and asset management services through a large network of advisors and utilizes various advisory platforms and operational support tools.

Alanna Lucia is a financial advisor with LPL Financial in Pittsford, NY, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles outside the investment industry, such as work with the Country Club of Rochester and founding Techlanna, LLC, an entrepreneurial venture she has managed since 2024. 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 other institutions. The firm offers a range of portfolio management options and advisory tools supported by technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Brandon Whitmore is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Workplace Planning and Advice Consultant, Relationship Manager, and Investment Consultant. Prior to his tenure at Fidelity, Brandon worked as a Financial Advisor at Edward Jones from 2018 to 2019. Brandon's approach emphasizes transparency and trust in building long-lasting partnerships with clients. He utilizes a structured process to provide guidance on clients' full financial pictures and life events, supported by a team of specialists at Fidelity. His experience spans financial consulting, investment advising, relationship management, and workplace planning. Outside of his professional role, Brandon has interests in art, family activities, fitness, tennis, and writing.

Patrick Russo is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2019. Outside of his advisory role, he is involved in a family trucking business in Canfield, Ohio. 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 other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

David Balok is a financial advisor with LPL Financial in Denver, NC, holding Series 63 and Series 65 credentials and offering 34 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Katie Smith is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has been with LPL Financial since 2018 and also works with Money Matters. Outside of her advisory role, she is a part-time consultant for Mary Kay cosmetics. 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 third-party asset management, with a platform supporting both discretionary and non-discretionary investment strategies.

Richard Lytle is a financial advisor with LPL Financial based in Plano, TX, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2013 and previously at Edward Jones from 2009 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by machine-learning tools and oversight of substantial discretionary assets.

Jacob Rosenberg is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to joining LPL Financial in 2025, Rosenberg worked for Cetera and its affiliates for over 25 years and operates Bernath & Rosenberg, P.C., a tax preparation and accounting firm. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions, combining custom strategies with third-party asset management and institutional platforms.

Grace Hirshblond is a financial advisor with LPL Financial in Philadelphia, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL in 2019, she held positions at Georgian Court University, Ess, West Elm, Pilates Blast, and Monmouth 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 wide range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by extensive operational and research tools.

Kamron Jensen is a financial advisor with LPL Financial in Taylorsville, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. He has previously worked at CUSO Financial Services, Raymond James & Associates, Morgan Stanley, and Zions Bank. Outside of his advisory role, he is the owner of Jensen Services, a non-investment-related business. 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. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Paul Meyers is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Citigroup Global Markets and Woodbury Financial Services. Outside of his advisory role, he owns D.R.O. Productions Inc., a business unrelated to investment activities. 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 advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational tools and a broad network of over 22,800 advisors.

Fabrizio Fabrizio is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including over two decades at People's Securities, Inc. prior to joining LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms.

Kathleen Cook is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She previously worked at Timothy P Bogert / AmericaGroup from 2013 to 2020 and has been associated with both LPL Financial and Tarr Financial since 2020. 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.

Brian Mckeever is a CFP®-certified financial advisor with LPL Financial in Delray Beach, FL, where he has worked since 2003. He has 27 years of industry experience. Outside of his advisory role, he is involved in coaching tennis and is a 50% partner in a dry cleaning business. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jarron Fleming is a financial advisor with LPL Financial in Danville, Illinois, holding a Series 66 designation and one year of industry experience. His background includes roles in education at multiple institutions and a business position at Quick Pools and Spas. 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.

Peter Tumbas is a financial advisor with LPL Financial in Boston, PA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with LPL Financial and its predecessor, Linsco Private Ledger Corp, since 2004. Outside of his advisory role, he is involved in selling non-variable insurance products through Tumbas Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm provides financial planning, model portfolio programs, and access to third-party asset managers, with services delivered through a large network of investment adviser representatives.