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Ivy R

Series 66

Chandler, AZ

LPL Financial

Ivy Ranere is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Morgan Financial Group and Merrill. Outside of her advisory role, she also serves as a notary in Chandler, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including 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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Michael M

Series 66

Chandler, AZ

LPL Financial

Michael Moore is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Kestra Advisory and Grand Canyon University. Moore is also associated with Watermark Wealth Strategies LLC, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and research resources.

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

Series 66, Series 63

Chandler, AZ

LPL Financial

Scott Van Wyngarden is a financial advisor with LPL Financial in Chandler, AZ, holding Series 66 and Series 63 licenses and eight years of industry experience. His career includes roles at Kestra Advisory Services, Kestra Investment Services, Union Bank/MUFG, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by model portfolios and third-party subadvisors.

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

CFP®, Series 63, Series 65, Series 66

Chandler, AZ

LPL Financial

Kyle Richardson is a financial advisor at LPL Financial with 29 years of industry experience. He holds the CFP® designation and securities licenses Series 63, 65, and 66. His prior firms include Kestra Advisory, Kestra Investment Services, NFP Advisor Services, SII Investments, and Householder Group, Estate & Retirement Specialists. Outside of advising, he is a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions delivered through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

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