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Greg S

Series 66

Boca Raton, FL

LPL Financial

Greg Sansum is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Whole Brain Investing, VOYA Financial Advisors, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lindsey D

Series 66

Boca Raton, FL

LPL Financial

Lindsey Derby is a financial advisor at LPL Financial with 16 years of industry experience. She previously worked at Cambridge Investment Research, Inc. for 17 years before joining LPL Financial. Lindsey holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of advisory approaches and leverages research and technology tools for operational support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ivan U

Series 66

Boca Raton, FL

LPL Financial

Ivan Usztics is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. His prior career includes roles at Cambridge Investment Research, VOYA Financial Advisors, Merrill, and Citigroup Global Markets. Outside of advising, he serves as president of the Safari Club International West Palm Beach chapter, owns a company that guides fishing and hunting trips, is president of a nonprofit raising funds for scholarships, and works as a firefighter for Palm Beach County Fire Rescue. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining scale across advisory and non-advisory activities with oversight of over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian T

Series 66

Boca Raton, FL

LPL Financial

Brian Therrell is a financial advisor with LPL Financial based in Boca Raton, FL. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors and Voya Financial Advisors. He is also a managing partner and insurance agent at Generations Wealth Advisors. 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, and access to third-party asset managers, supported by technology tools and a diverse platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Frederick T

Series 63, Series 65

Boca Raton, FL

LPL Financial

Frederick Treff is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 15 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and VOYA Financial Advisors, and he has provided tax preparation and accounting services as a CPA and enrolled agent. He is based in Boca Raton, FL. 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 financial planning and asset management solutions, utilizing various model portfolios and third-party subadvisors, supported by technology and a broad platform of advisory and non-advisory services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas R

Series 63, Series 66

Boca Raton, FL

LPL Financial

Thomas Reid is a financial advisor at LPL Financial with 19 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Northern Lights Distributors, Astor Investment Management, Sterling Capital Management, Nuveen Asset Management, and U.S. Bancorp Asset Management. Outside of his advisory work, he has experience as a high school teacher and coach in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its investment adviser representatives with research model portfolios, third-party subadvisors, and customizable strategies, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Arthur B

Series 63, Series 66

Boca Raton, FL

LPL Financial

Arthur Boyd III is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 66 registrations and possessing 23 years of industry experience. He previously worked at Cambridge Investment Research Advisors, SunTrust Advisory Services, and Wells Fargo Clearing. Outside of his advisory role, he owns and operates Pani Tours, a business offering fishing, camping, and outdoor tours. 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 financial planning and investment management solutions through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Carl L

Series 63, Series 65

Boca Raton, FL

LPL Financial

Carl Labruna is a financial advisor at LPL Financial with 39 years of industry experience. He previously worked at Cambridge Investment Research Advisors, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Clearing. He holds Series 63 and Series 65 licenses and is based in Boca Raton, FL. Outside of his advisor role, he has worked as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, combining advisory and non-advisory financial activities across a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan H

CFP®, Series 66

Boca Raton, FL

LPL Financial

Ryan Hasey is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera, Cetera Wealth Services, LLC, and VOYA Financial Advisors. He is also active as an independent insurance agent through his own business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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