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Nicolas P

Series 66

Annapolis, MD

LPL Financial

Nicolas Pasta is a financial advisor with LPL Financial in Annapolis, MD. He holds the Series 66 designation and has one year of industry experience, beginning his career while transitioning from academic studies at the University of Maryland and St. Mary's. He is currently associated with Trident Wealth and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

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

Series 66

Annapolis, MD

LPL Financial

Kevin Voelling is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Ameriprise, J.P. Morgan Securities, and PNC Bank. 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, financial planning, and utilizes both discretionary and non-discretionary management supported by proprietary and third-party research.

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

CFP®, Series 63, Series 65

Annapolis, MD

LPL Financial

Thomas Pasta is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. His prior roles include 20 years at Ameriprise and Ameriprise Financial Services, Inc. He is also a notary and manages a separate business entity, Tuono LLC, for tax and investment purposes unrelated to his advisory work. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and advanced technologies.

College savings (529s, UTMA, etc.)
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