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Thomas D

Series 63, Series 66

Chicago, IL

LPL Financial

Thomas Davia is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and offering 28 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Woodbury Financial Services. He is also associated with Alliant 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 large national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by a variety of research and model portfolio options.

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

Series 66

Chicago, IL

LPL Financial

Joseph Gaspari is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2013 and also works with Alliant Credit Union. Outside of his advisory work, he plays guitar as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Shaun F

Series 63, Series 66

Chicago, IL

LPL Financial

Shaun Floresca is a financial advisor at LPL Financial with 21 years of industry experience. He has been with LPL Financial since 2012 and also has a longstanding association with Alliant Credit Union. His credentials include the Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and multiple investment strategies.

College savings (529s, UTMA, etc.)
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