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Richard M

Series 63, Series 65

Florham Park, NJ

LPL Financial

Richard Miskewitz is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Investment Partners, LLP and Citigroup Global Markets. Miskewitz also engages in the sale of non-variable insurance products, including long-term care, universal and term life insurance, and fixed annuities. 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 advisory and brokerage services through a large network of investment adviser representatives, offering a range of investment strategies 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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Paul M

Series 66

Florham Park, NJ

LPL Financial

Paul Morse Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at ADP for several years. He is also involved with Heritage Investment Partners, LLP, an investment-related 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, 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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Allan J

Series 66

Florham Park, NJ

LPL Financial

Allan Jones is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2012. His prior experience includes roles at Heritage Investment Partners, LLP, PNC Wealth Management, and Merrill. 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 both proprietary and third-party investment strategies.

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

CFP®, Series 63

Florham Park, NJ

LPL Financial

Edward Doyle is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1989, totaling 46 years of industry experience. He is based in Florham Park, NJ. 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 advisors and extensive operational resources.

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

Series 66

Florham Park, NJ

LPL Financial

Mary Morse is a financial advisor with LPL Financial in Florham Park, NJ, holding a Series 66 designation and 28 years of industry experience. Her work history includes positions at Heritage Investment Partners, LLP and Citigroup Global Markets. She is involved in non-variable insurance activities for clients, dedicating a portion of her time to this area. 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 management services, utilizing various portfolio strategies and technology tools to support advisors in managing over $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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Ryan W

CFP®, Series 66

Florham Park, NJ

LPL Financial

Ryan Woodring is a CFP® professional at LPL Financial with 23 years of industry experience. He previously worked at Heritage Investment Partners, LLP for 13 years, as well as Citigroup Global Markets and Merrill. Outside of his advisory role, he has involvement with a local insurance brokerage firm in Morristown, NJ. 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 investment services, including access to model portfolios, 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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William C

Series 63, Series 66

Florham Park, NJ

LPL Financial

William Calvert III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior work includes positions at Heritage Investment Partners, LLP and Citigroup Global Markets. He is also involved in selling fixed insurance products, including long-term care and fixed annuities. 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 investment management services, utilizing various advisory models and technology tools, and oversees over $819 billion in discretionary assets through a broad network of advisors.

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

Series 63, Series 65

Florham Park, NJ

LPL Financial

Derrick Clark is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services, Heritage Investment Partners, Wells Fargo Clearing, and Citigroup Global Markets. Clark is currently associated with Heritage Investment Partners as a DBA for his LPL business. 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 extensive technological and operational tools.

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