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Timothy V

Series 63, Series 66

Basking Ridge, NJ

LPL Financial

Timothy Van Slooten is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior roles include positions at Raymond James Financial Services, M&T Securities, and Lakeland Financial Services. He is also involved in managing several business entities including Spruce St LLC, Amy Hill LLC, and Tim/Ron LLC. 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, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Robert H

CFP®, Series 63, Series 65

Basking Ridge, NJ

LPL Financial

Robert Hikes is a CFP®-certified financial advisor with 20 years of industry experience, currently associated with LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation for five years and has been involved with Affinity Federal Credit Union since 2007. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research support.

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

Series 63, Series 65

Basking Ridge, NJ

LPL Financial

Jeffrey Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2018 and has concurrent roles with Invest Financial Corporation and Affinity Federal Credit Union. 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, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Michael T

Series 63, Series 65

Basking Ridge, NJ

LPL Financial

Michael Tormey is a financial advisor with LPL Financial based in Basking Ridge, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Raymond James Financial Services and Santander Securities. Outside of advising, he also works as a part-time Lyft and Uber driver. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

CFP®, Series 63, Series 66

Basking Ridge, NJ

LPL Financial

Timothy Mol is a financial advisor with LPL Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Merrill, Raymond James Financial Services, Lakeland Financial Services, and Specific Solutions. He has been involved with the Netherlands Reformed Christian School for over a decade. 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Series 65, Series 63

Basking Ridge, NJ

LPL Financial

Gary Motyczka is a financial advisor with LPL Financial in Basking Ridge, NJ, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His prior work includes roles at Affinity Federal Credit Union and Bandsaw Tire Warehouse. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and technologies.

College savings (529s, UTMA, etc.)
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Charles T

Series 63, Series 65

Basking Ridge, NJ

LPL Financial

Charles Tamayo Mayorga is a financial advisor with LPL Financial based in Basking Ridge, NJ. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior work at INVEST Financial Corp. He has also been associated with Affinity FCU for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, 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 programs, combining discretionary and non-discretionary management with research-supported model portfolios and diverse investment strategies.

College savings (529s, UTMA, etc.)
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Mark D

Series 63, Series 65

Basking Ridge, NJ

LPL Financial

Mark Dubel is a financial advisor with LPL Financial in Basking Ridge, NJ, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He previously worked at INVEST Financial Corp and has a long tenure at Affinity Federal Credit Union. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a wide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Howard G

Series 63, Series 65

Basking Ridge, NJ

LPL Financial

Howard Golick is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2018, with prior roles at INVEST Financial Corp. and Affinity Federal Credit Union. 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 retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

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

Series 63, Series 65

Basking Ridge, NJ

LPL Financial

Jarmila Stehle is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at INVEST Financial Corp and Affinity Federal Credit Union, where she continues to maintain a role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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John R

Series 63, Series 65

Basking Ridge, NJ

LPL Financial

John Ricker III is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018. Prior to that, he was associated with INVEST Financial Corp. and Affinity FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, with options for both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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