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Elizabeth L

Series 63, Series 65

Boston, MA

LPL Financial

Elizabeth Langenberg is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at LPL Financial since 2014, with a brief tenure at Vestmark, Inc. in 2017. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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

Series 63, Series 66

Boston, MA

LPL Financial

Ahamad Makouk is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at John Hancock Advisers and John Hancock Funds. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Jason N

Series 66

Boston, MA

LPL Financial

Jason Nicastro is a financial advisor at LPL Financial in Boston, MA, holding a Series 66 designation with 19 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Kelvin A

Series 63, Series 65

Boston, MA

LPL Financial

Kelvin Alcantara is a financial advisor at LPL Financial in Boston, MA, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Cantella & Co., Inc. and BNY Mellon before joining LPL Financial in 2018. 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, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology solutions.

College savings (529s, UTMA, etc.)
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Clare K

Series 66

Boston, MA

LPL Financial

Clare Kiesel is a financial advisor with LPL Financial in Boston, MA, holding a Series 66 designation and 14 years of industry experience. Her career includes positions at UBS Financial Services from 2015 to 2021 and Allen & Company of Florida, LLC since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Dragos I

Series 63, Series 66

Boston, MA

LPL Financial

Dragos Ilie is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with LPL Financial since 2015. 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, offering a range of financial planning, advisory programs, and retirement plan consulting services.

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

Series 65, Series 63

Boston, MA

LPL Financial

Thomas Abildgaard is a financial advisor at LPL Financial in Boston, MA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at Silicon Valley Bank, SVB Wealth Advisory Inc., and Philips North America, as well as leadership at Leed Construction, LLC. 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 with both discretionary and non-discretionary management options, supported by LPL Research and various third-party subadvisors.

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

CFP®, Series 66

Boston, MA

LPL Financial

Morgan Denis is a CFP®-designated financial advisor with nine years of industry experience. He is currently with LPL Financial and has previously worked at UBS Financial Services Inc., SIMON Markets LLC, Institutional Capital Network, Inc., and Axio Financial LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Allison W

Series 66

Boston, MA

LPL Financial

Allison Weiler is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, following earlier roles at UBS Financial Services from 2016 to 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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

CFA®, Series 63

Boston, MA

LPL Financial

Jeffrey Buchbinder is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at LPL Financial in Boston, MA. He has been with LPL Financial and its predecessor firm since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, and retirement plan consulting to individuals, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary portfolio management and a range of investment strategies supported by LPL Research and third-party subadvisors.

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

Series 66

Boston, MA

LPL Financial

Eric Vidal II is a financial advisor with LPL Financial in Boston, MA, holding a Series 66 credential and bringing 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked for UBS Financial Services for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various investment management options.

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

Series 65, Series 63

Boston, MA

LPL Financial

Mark Oles is a financial advisor with LPL Financial based in Boston, MA. He holds Series 65 and Series 63 licenses and has 26 years of industry experience, including 19 years at UBS Financial Services. He joined LPL Financial in 2026. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

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

CFA®, Series 66

Boston, MA

LPL Financial

Michael Mcclain is a CFA® charterholder and holds the Series 66 designation, with 11 years of experience in the financial industry. He has been with LPL Financial in Boston, MA since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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

Series 66

Boston, MA

LPL Financial

Raul Ramos is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2023, he worked at Putnam Investments and Putnam Retail Management from 2020 to 2023. Outside of his advisory role, he has worked as a driver for Uber. 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 a range of advisory programs and financial planning services supported by proprietary and third-party research.

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

Series 63, Series 65

Boston, MA

LPL Financial

Brian Campbell is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2000. 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 provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

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

Series 63, Series 66

Boston, MA

LPL Financial

Richard Mullin is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes tenure at TIAA, TIAA-CREF, and Fidelity Personal and Workplace Advisors. 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 plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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