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Ryan C
Series 63, Series 66
Fort Myers, FL
LPL Financial
Ryan Connelly is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at Morgan Stanley, Waddell & Reed, and BMO Harris Financial Advisors. Connelly also operates Light The Lamp Wealth Management LLC. 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, supported by a large network of investment adviser representatives.
Jeffrey H
Series 63, Series 65
Ft. Myers, FL
LPL Financial
Jeffrey Hedberg is a financial advisor with LPL Financial in Ft. Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley, Sagepoint Financial, and VOYA Financial Advisors. Outside of his advisory work, he is involved in managing a trust and will service. 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, and institutional platforms, with a focus on a wide range of investment strategies and operational support tools.
Christopher W
Series 63, Series 65
Fort Myers, FL
LPL Financial
Christopher Wendland is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has previously worked at firms including Grove Point Investments, H. Beck, Inc., Next Financial Group, Northwestern Mutual Investment Management, and Merrill. Wendland also operates a non-variable insurance business alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a broad network of investment adviser representatives, offering model portfolios, third-party asset management, and institutional platforms.
Peter B
Series 63
Ft. Myers, FL
LPL Financial
Peter Beronio is a financial advisor at LPL Financial with 45 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 2009, following ten years at Mutual Service Corporation. 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 technology tools.
Scott L
Series 63, Series 66
Fort Myers, FL
LPL Financial
Scott Lair is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at FSC Securities Corporation for 16 years before joining LPL Financial in 2019. 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 and access to multiple investment strategies and platforms.
Thomas B
CFP®, Series 63
Ft. Myers, FL
LPL Financial
Thomas Boland is a CFP® professional with 25 years of industry experience. He currently works at LPL Financial and previously held roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory work, he is involved with Montesano Financial Group LLC, a non-investment business entity. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
David P
CFP®, Series 63
Fort Myers, FL
LPL Financial
David Parker is a financial advisor at LPL Financial in Fort Myers, FL, with 31 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes over two decades at Next Financial Group Inc, along with roles at Davis CPAs and Associates and Mathis CPAs and Associates. Parker is also involved in a business called Retire On Time, related to non-variable insurance. 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 research and technology tools.
Luis O
Series 66
Ft Myers, FL
LPL Financial
Luis O'barrio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 16 years. 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, third-party asset management, and institutional platforms.
Michael L
Series 63, Series 65, Series 66
Fort Myers, FL
LPL Financial
Michael Labedz is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. His career includes nearly a decade at Woodbury Financial Services and multiple tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by extensive operational and research tools, managing over $819 billion in discretionary assets through a large network of advisors.
Daniel R
CFP®, Series 63, Series 65
Fort Myers, FL
LPL Financial
Daniel Rattigan is a CFP® professional affiliated with LPL Financial, with 26 years of industry experience. He previously worked at UBS Financial Services, Merrill, and Prudential Equity Group. His outside activities include an investor relations role for a DBA entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, with a broad platform including financial planning, model portfolios, and institutional programs.
Mark M
Series 63, Series 65
Fort Myers, FL
LPL Financial
Mark Miller is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, Bank of America, 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Stephen N
Series 63, Series 65
Ft Myers, FL
LPL Financial
Stephen Nappo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles at Cadaret, Grant & Co., Inc. and Sunbridge Management, Inc., and he has operated Nappo Financial Services since 1994. Outside of his advisory work, he is involved with Queen City Manufacturing Inc., where he dedicates significant time monthly. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports advisors with research tools and a broad range of advisory and non-advisory financial services.
John W
Series 63, Series 66
Fort Myers, FL
LPL Financial
John Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, Raymond James, and J.P. Morgan Securities. Outside of his advisory work, he is involved with Smokin Puffin LLC as a bookkeeper. 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 a large network of investment adviser representatives.
Shubh S
Series 63, Series 65
Fort Myers, FL
LPL Financial
Shubh Sethi is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining LPL Financial in 2023, he worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and he is the managing partner of Tax Swamis LLC, a tax preparation and representation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Matt F
Series 63
Fort Myers, FL
LPL Financial
Matt Franklin is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 37 years of industry experience. His career includes roles at United Planners' Financial Services of America, SSN Advisory, and Edward Jones. Outside of advisory work, he owns Standardbred race horses. 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 and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.
Breandan K
Series 63, Series 66
Fort Myers, FL
LPL Financial
Breandan Kelly is a financial advisor at LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses with 15 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2019. 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 financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial offerings.
Lauren P
CFP®, Series 66
Fort Myers, FL
LPL Financial
Lauren Peck is a CFP® professional with 17 years of industry experience, currently advising at LPL Financial since 2020. Prior to joining LPL, she spent 11 years with Kms Financial Services Inc. Outside of her advisory work, she serves as an executor and power of attorney for client estates. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plans. The firm supports its advisors with model portfolios, third-party asset management, and technology tools, while overseeing more than $819 billion in discretionary assets.
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