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Jason H

CFP®, Series 66

Clearwater, FL

LPL Financial

Jason Hunt is a financial advisor with LPL Financial in Clearwater, FL, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. Before joining LPL Financial in 2018, he worked at INVEST Financial Corporation for nine years. 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 wide range of advisory services, including financial planning, model portfolio programs, third-party asset management, 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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Herbert E

CFP®, Series 63

Clearwater, FL

LPL Financial

Herbert Eng is a CFP® professional affiliated with LPL Financial, with 37 years of industry experience. He has worked at several firms, including Invest Financial Corporation, Osaic FA, Inc., Transamerica Financial Advisors, and New England Securities before joining LPL Financial in 2018. Outside of his advisory role, he is also an agent for a non-variable insurance brokerage. 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, supported by a large network of investment adviser representatives.

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

Series 66

Clearwater, FL

LPL Financial

Cynthia Richardson is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 66 license and 20 years of industry experience. She worked previously at INVEST Financial Corp for nine years before joining LPL Financial in 2018. Outside of her advisory role, she owns Premier Tax Team, a tax preparation and accounting business, and is also an insurance agent with Premier Wealth Planning Spring Hill. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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 63, Series 65

Clearwater, FL

LPL Financial

Michael Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at INVEST Financial Corporation and Calton & Associates, Inc. Miller is also involved with Life Brokerage Financial Group in a non-investment capacity. 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 access, and institutional platforms, supporting a broad range of advisory strategies implemented by its extensive network of investment adviser representatives.

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

CFP®

Clearwater, FL

LPL Financial

Wendy Hunt is a CFP® professional with 18 years of experience in financial advising. She has worked at LPL Financial since 2019 and previously held roles at INVEST Financial Corp, J. W. Cole Advisors, and Raymond James Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, 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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Gary R

Series 63, Series 65

Clearwater, FL

LPL Financial

Gary Richardson is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior firms include Invest Financial Corporation, Broker Dealer Services, and Transamerica Financial Advisors. Outside of advising, he serves as president of Sequoia Holdings, a real estate rental business. 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 advisory and brokerage services, including financial planning and institutional platforms, supporting over 22,800 advisors managing more than $819 billion in discretionary assets.

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

Series 63, Series 65

Clearwater, FL

LPL Financial

Paul Groeber is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2019, he worked at Nationwide Securities and Nationwide Insurance from 2003 to 2019, and at Banc One Securities Corporation in 2002. He is also involved with Life Brokerage Financial Group, where he engages in fixed life sales. 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 financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

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

Series 66, Series 65

Clearwater, FL

LPL Financial

Karl Roelofs is a financial advisor with LPL Financial in Clearwater, FL, holding Series 66 and Series 65 designations and bringing 17 years of industry experience. He worked at Invest Financial Corporation from 2010 to 2018 before joining LPL Financial, where he has been since 2018. Outside of his advisor role, he is involved with Roelofs Financial Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of advisors and a range of advisory and non-advisory financial services.

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

CFP®, Series 63

Clearwater, FL

LPL Financial

Chad Schafer is a CFP® with 25 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously held roles at Invest Financial Corp., Securian Financial Services, Inc., and Transamerica Financial Advisors. He is based in Clearwater, FL. 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 portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

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

Series 65

Clearwater, FL

LPL Financial

John Seward is a financial advisor with LPL Financial in Clearwater, FL, holding a Series 65 designation and having 21 years of industry experience. He has worked at LPL Financial since 2018 and previously at Invest Financial Corporation, Bayshore Advisory Services, and Roberts, Seward & Company, PA. Outside of his advisory role, he is involved in accounting and tax services through affiliated business entities. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging both in-house research and third-party strategies.

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

Series 66

Clearwater, FL

LPL Financial

Christopher Labadie is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including Invest Financial Corporation and Ameriprise. Labadie also operates a financial education business under the name Christopher Labadie Brands. 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 wide range of advisory services and investment solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

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