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Jonathan M

Series 66

Hanscom A F B, MA

LPL Financial

Jonathan Meyers is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities Inc., Allstate Insurance Company, and National Planning Corporation, among others. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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John N

Series 66

Hanscom A F B, MA

LPL Financial

John Noone Jr. is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. His prior work includes roles at Hanscom Federal Credit Union, Citizens Securities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, brokerage services, and utilizes both discretionary and non-discretionary management approaches supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Christopher W

Series 63, Series 65

Hanscom A F B, MA

LPL Financial

Christopher Weiss is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at several financial institutions such as Citizens Bank and Scottrade, and he currently serves as a Relationship Banking Advisor at Hanscom Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)
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David T

Series 63, Series 65

Hanscom A F B, MA

LPL Financial

David Thibeault is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998. Outside of his advisory role, he is involved in the sale of fixed insurance, annuities, and long-term care products through Delano Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management options, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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James D

Series 63, Series 65

Hanscom A F B, MA

LPL Financial

James Daisey is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several institutions, including Citizens Bank, CUSO Financial Services, and Hanscom Federal Credit Union. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Randy F

Series 66

Hanscom A F B, MA

LPL Financial

Randy Frederick is a financial advisor at LPL Financial with five years of industry experience and a Series 66 designation. His prior work includes roles at Edward Jones and Hanscom Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various portfolio management strategies.

College savings (529s, UTMA, etc.)
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