John Nistler is a financial advisor with LPL Financial, holding the ChFC® and Series 66 credentials and bringing 20 years of industry experience. He previously worked for Lincoln Financial Advisors for 19 years before joining LPL Financial in 2024. Outside of his advisory role, he owns John R Nistler LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs utilizing both discretionary and non-discretionary management approaches, supported by internal and third-party research and a variety of portfolio management tools.

Osborne Christensen Jr. is a financial advisor at LPL Financial with 48 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation starting in 1977. Outside of his advisory work, he is involved with Delmarva Senior Care, a non-investment-related employment role. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a nationwide network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Joseph Codd is a CFP®-designated financial advisor with five years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Advisors, Towne Park LLC, and Blackwall Hitch. Outside of his advisory role, he operates Codd Advisory Services, 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Steven Filo is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has held positions at Lincoln Financial Advisors, Agia, VALIC Financial Advisors, and Wells Fargo. 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 advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Mackenzie Watson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. Their work history includes roles at Charter Financial Group, Uber Inc., RZIM, SunTrust Inc., and the University of Maryland. LPL Financial is an SEC-registered investment adviser and broker-dealer supporting a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

William Patriarca is a CFP® professional with 10 years of industry experience, currently with LPL Financial. His career includes roles at Cetera Investment Services, First National Bank of Pennsylvania, and Wells Fargo Clearing Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services, with investment options supported by LPL Research and third-party subadvisors.

Jeffrey Furniss is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 21 years of industry experience. He worked at Lincoln Financial Advisors Corp for 20 years before joining LPL Financial in 2024. LPL Financial 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 financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services.

Robert Dailey is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Valic Financial Advisors for 12 years and AGIA for 4 years. Outside of advisory roles, he is involved in non-securities insurance product activities as an agent. 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 financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.