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David D

Series 66

Ardmore, PA

LPL Financial

David Dieal is a financial advisor with LPL Financial in Ardmore, PA, holding a Series 66 license and 18 years of industry experience. He has been with LPL Financial since 2012 and previously worked at PFG Advisors from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by internal and third-party research and portfolio management options.

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

Series 66

Ardmore, PA

LPL Financial

Ofir Maman is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2019. 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 along with retirement plan consulting and brokerage services.

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

Series 66

Ardmore, PA

LPL Financial

Scott Shaw is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Ameriprise Financial Services, Inc. for 13 years. Shaw has an entrepreneurial role as a limited partner in a non-investment related business entity, ABC LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Eric L

Series 66

Ardmore, PA

LPL Financial

Eric Loughnane is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, with prior roles at Insight Advisors LLC, Cordatus Wealth Management LLC, Prospera Financial Services Inc., and Purshe Kaplan Sterling 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

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

Series 66

Ardmore, PA

LPL Financial

Matthew Bagell is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Financial Services and Bridge Wealth Advisors. Bagell also operates ABC LLC as a business owner and limited partner outside of his advisory roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and utilizes research and model portfolios from various sources.

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

Series 66

Ardmore, PA

LPL Financial

Ross Cohen is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. His prior experience includes positions at Bank of America, Merrill, Morgan Stanley Smith Barney, and UBS 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 national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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