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Diana J
Series 63, Series 66
Clearwater, FL
LPL Financial
Diana Jansen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior roles include positions at JPMorgan Chase, New York Life Insurance Company, and Allstate Financial Services. She is also involved with Semper Financial Group, related to her LPL business activities. 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 using model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.
Diane E
CFP®, ChFC®, Series 63, Series 65
Clearwater, FL
LPL Financial
Diane Eshelman is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® and ChFC® designations and has prior experience spanning 26 years at Raymond James & Associates. 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 asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.
David R
CFP®, Series 66
Clearwater, FL
LPL Financial
David Rubin is a CFP®-designated financial advisor with 25 years of experience, currently affiliated with LPL Financial in Clearwater, FL. His prior work includes significant tenure at Cuna Mutual Group and Merrill. Rubin is also involved with Members Trust Company alongside his advisory role. 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, and institutional platforms, supported by a large network of investment adviser representatives.
Todd G
Series 63, Series 65
Clearwater, FL
LPL Financial
Todd Giere is a financial advisor at LPL Financial with 30 years of industry experience. He held a prior position at Next Financial Group Inc for 25 years before joining LPL Financial in 2025. He serves as a board member and development chair for Robins Nest Children's Home, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions leveraging a large network of advisors and a variety of model portfolios and third-party subadvisors.
Peter C
Series 63, Series 65, Series 66
Clearwater, FL
LPL Financial
Peter Currie is a financial advisor at LPL Financial with 20 years of industry experience. He has held positions at firms including T Rowe Price, SagePoint Financial, Transamerica Financial Advisors, World Financial Group, and Charles Schwab. He holds the Series 63, Series 65, and Series 66 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 a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Michael P
Series 63, Series 65
Clearwater, FL
LPL Financial
Michael Polacek is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., and running Polacek Capital Management. Outside of advisory work, he serves as a boys basketball referee with IAABO Board 38 in Clearwater. 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 portfolio programs, and institutional platforms, supported by research and operational tools while overseeing extensive discretionary assets and a large network of advisors.
Mounir G
Series 63, Series 66
Clearwater, FL
LPL Financial
Mounir Ghaly is a financial advisor with LPL Financial in Clearwater, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Edward Jones and Go Global 1. Outside of advising, he is involved in software sales through Sovereign, LLC as a referral and reseller. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
Thomas F
Series 63, Series 65
Clearwater, FL
LPL Financial
Thomas Fox is a financial advisor at LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials with 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 portfolios, and institutional platforms, with a focus on customizable investment strategies supported by research and technology tools.
Stephen D
CFP®, Series 63, Series 65
Clearwater, FL
LPL Financial
Stephen Devlin is a CFP®-designated financial advisor with LPL Financial in Clearwater, FL, bringing 30 years of industry experience. He has been with LPL Financial since 2002 and previously worked at WS Griffith Securities, Inc. from 1999 to 2002. Outside of advising, he spends part of his time on tax preparation services. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.
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