Christopher Davis is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 10 years at F.N.B. Investment Advisors, Inc. outside of his current role beginning in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

John Rogers is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at Summit Investment Advisors, Inc. and Worthington Financial Partners. Rogers also provides administrative support to Summit Financial, an independent investment advisor firm. 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, model portfolios, and retirement plan consulting.

Larisa Roth is an investment advisor representative with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with LPL Financial since 2016 and concurrently served with Summit Investment Advisors LLC dba Summit Financial from 2014. In addition to her advisory work, she is commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by internal and third-party research.

Kathryn Hoyle is a CFP® professional affiliated with LPL Financial in Hunt Valley, MD. She has eight years of experience in the financial industry, including roles at Summit Financial and LPL Financial since 2018. Outside of finance, she has worked in the food service industry with Rouge Catering and Seasons Pizza, and she was also employed by Towson University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by extensive research and technology solutions.

Christopher Pellegrino is a CFA® charterholder and registered investment advisor affiliated with LPL Financial in Hunt Valley, MD, with five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Carefirst from 2016 to 2022. In addition to his advisory role, he is the owner of two Amazon sales businesses based in Arnold, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 portfolio management, supported by research and model portfolios from LPL and third-party subadvisors.

Van Davis III is a financial advisor with LPL Financial and holds Series 65 and Series 66 licenses. He has nine years of industry experience, including prior roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and PNC Bank. Outside of finance, he is an owner and partner of a custom framing business, 2U Framing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Alvin Anton is a financial advisor with LPL Financial in Hunt Valley, MD, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has previously worked at HighTower Securities, LLC, and has served at Summit Investment Advisors, Inc. since 2017. Outside of his advisory work, he is the owner of Anton Racing LLC, a business unrelated to investment advisory services. 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 of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Haider Thamir is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with LPL Financial since 2004 and worked at Summit Financial from 2016 to 2025. Outside of advisory work, he is involved as a managing member of GTA Properties, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Joseph O’Rourke is a CFP®-certified financial advisor with seven years of industry experience. He is currently with LPL Financial, having joined in 2026, and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2019 to 2026. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.