Liam Davis is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Cadaret Grant & Co., Inc. and Equitable Advisors LLC. 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 discretionary and non-discretionary management, supported by research and model portfolios.

Patricia Sargent is a CFP®-designated financial advisor with 23 years of industry experience. She is currently with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc., Mass Mutual Investors Services, and MetLife in various capacities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting supported by research and a variety of portfolio management options.

James Coupe is a Series 66-licensed financial advisor with LPL Financial, bringing four years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Edward Jones, and has a background outside finance in the automotive sector. Coupe serves as a board member for the Lions Club of Boston NY and the Eden Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a nationwide network of representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside research and model portfolios.

Joseph Gunning is a financial advisor with LPL Financial, holding a Series 63 designation and 16 years of industry experience. He has worked at LPL Financial since 2025 and has held prior roles at Davis Financial and Cadaret, Grant & Co., Inc. Gunning also maintains a notary commission and acts as a non-variable insurance producer through a separate business activity. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.