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Jason H
CFP®, Series 66
Clearwater, FL
LPL Financial
Jason Hunt is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with INVEST Financial Corporation. Hunt is also involved in non-variable insurance activities through the Life Brokerage Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.
Herbert E
CFP®, Series 63
Clearwater, FL
LPL Financial
Herbert Eng is a financial advisor with LPL Financial in Clearwater, FL, holding the CFP® designation and Series 63 license. He has 37 years of industry experience, including roles at LPL Financial since 2018 and Invest Financial Corporation since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and research from multiple sources.
Cynthia R
Series 66
Clearwater, FL
LPL Financial
Cynthia Richardson is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at INVEST Financial Corp for nine years before joining LPL Financial in 2018. In addition to her advisory role, Richardson owns a tax preparation and accounting business and works as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, supported by a national network of investment adviser representatives and access to diverse investment strategies and technologies.
Michael M
Series 63, Series 65
Clearwater, FL
LPL Financial
Michael Miller is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at INVEST Financial Corporation from 2014 to 2018. 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 and brokerage services, including financial planning, retirement plan consulting, and model portfolios supported by in-depth research and diverse investment strategies.
Wendy H
CFP®
Clearwater, FL
LPL Financial
Wendy Hunt is a CFP® professional with 17 years of experience in the financial services industry. She has worked at LPL Financial since 2019, following seven years at INVEST Financial Corp. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Gary R
Series 63, Series 65
Clearwater, FL
LPL Financial
Gary Richardson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, previously serving at Invest Financial Corporation and Broker Dealer Services. Outside of his advisory role, he is president of Sequoia Holdings, a real estate rental business. 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 broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.
Paul G
Series 63, Series 65
Clearwater, FL
LPL Financial
Paul Groeber is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Nationwide Insurance and Nationwide Securities in various roles from 2003 to 2019. He is also involved with Life Brokerage Financial Group, focusing on fixed life insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a wide range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology-driven investment strategies.
Karl R
Series 66, Series 65
Clearwater, FL
LPL Financial
Karl Roelofs is a financial advisor with LPL Financial in Clearwater, Florida, holding Series 65 and Series 66 credentials and bringing 17 years of industry experience. He worked at Invest Financial Corporation from 2010 to 2018 before joining LPL Financial. Outside of his advisory role, he is involved in Roelofs Financial Group LLC, a business entity for tax and investment purposes. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.
Chad S
CFP®, Series 63
Clearwater, FL
LPL Financial
Chad Schafer is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at LPL Financial since 2018 and previously spent four years with Invest Financial Corp. 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 broad range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
John S
Series 65
Clearwater, FL
LPL Financial
John Seward is a Series 65-licensed financial advisor with LPL Financial, bringing 21 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corporation. He is also involved in accounting and tax services through his ownership of Bayshore Advisory Services and Roberts, Seward & Company, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services supported by in-house and third-party research.
Christopher L
Series 66
Clearwater, FL
LPL Financial
Christopher Labadie is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Invest Financial Corporation for nine years. Labadie also manages a financial education business under the name Christopher Labadie Brands. 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 research from LPL and third-party subadvisors.
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