Frederick Oh is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Wintrust Investments LLC for six years and spent nine years at BP PLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 institutional platforms.

Brian Siegel is a financial advisor at LPL Financial in Chicago, IL, with 33 years of industry experience. He held a position at Wayne Hummer Investments L.L.C. for 33 years prior to joining LPL Financial in 2025. His credentials include the Series 63 and Series 65 licenses. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a large network of advisory representatives with various investment strategies.

Patrick Gibbs is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Wayne Hummer Investments L.L.C., Northern Trust Bank, Mesirow Financial Investment Management, Inc., and Merrill. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives and advanced operational tools.

Jason Capone is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He previously worked at Wayne Hummer Investments before joining LPL Financial in 2025. Capone is based in Chicago, IL. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Matthew Moran is a financial advisor at LPL Financial with a CFP® designation and four years of industry experience. He previously worked at Wintrust Investments and spent several years at the University of Missouri's Advancement Office. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Maria Giannini is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include 14 years at Wayne Hummer Investments and earlier positions at Firstmerit Advisors, Inc. and Midwest Financial and Investment Services, Inc. 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 portfolios, third-party asset management, and institutional platforms.

Todd Chalem is a financial advisor with LPL Financial in Chicago, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. Chalem is also involved in a business entity, Southport Capital, L.L.C., used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Steven Becker is a financial advisor with LPL Financial in Chicago, IL, holding a Series 63 designation and 50 years of industry experience. He previously spent 44 years at Wayne Hummer Management Co. and 50 years with Wayne Hummer Investments L.L.C. Outside of his advisory role, Becker is involved with Wintrust, a DBA for LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment and planning solutions, including third-party asset management and institutional platforms, supported by advanced advisor-facing tools.

Erin Dahlenburg is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and The AdvisoryOne Group. Outside of her advisory career, she is involved in volleyball coaching and participates as a guest speaker at Del Pilar Leadership Academy. 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 portfolio programs, and institutional platforms, supported by extensive research and operational tools.

David Gaffney is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Prior to joining LPL in 2025, he worked at RBC Capital Markets Corporation for 17 years and A.G. Edwards & Sons, Inc. for 8 years. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Diamond is a financial advisor at LPL Financial with 30 years of industry experience. He previously worked at Wayne Hummer Investments L.L.C. for 28 years before joining LPL Financial in 2025. He holds Series 63 and Series 66 designations. Outside of his advisory role, he acts in a fiduciary capacity for the Doris Bennet Income Trust. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.