Randal De Fillippis is a financial advisor at LPL Financial with 13 years of industry experience and a Series 66 designation. He has previously worked with Denise Sattherthwaite and Waddell & Reed, Inc., and has experience in insurance sales through various carriers connected to W&R insurance agencies. 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 model portfolios and retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

Rachel Satterthwaite is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. Her prior work includes roles at Waddell & Reed and insurance agencies, as well as operating her own business and involvement with Collegeville Tax Services. She is also engaged in tax preparation and accounting services through Collegeville Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Denise Satterthwaite is a CFP®-certified financial advisor with over 21 years of industry experience. She has worked with LPL Financial since 2021 and previously spent 16 years at Waddell & Reed, Inc. and various insurance carriers. In addition to her advisory role, she is involved in tax preparation and accounting through Collegeville Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and investment management solutions supported by in-house and third-party research and technology.

Ryan Satterthwaite is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. and Collegeville Tax. He is also involved in tax preparation and accounting through Collegeville Tax Services LLC and has an investment-related business, Stone Bridge Financial Partners. 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 range of advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.