Crystal Brent is a financial advisor at LPL Financial with 21 years of industry experience. She holds the CFP® and Series 66 designations and previously worked at Merrill for 18 years before joining LPL Financial in 2023. 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, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Daniel Namey is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and having 32 years of industry experience. Prior to joining LPL Financial in 2019, he worked at H. Beck, Inc. for nine years and has operated Namey Financial Group since 2003. His activities include serving as a licensed agent for non-variable insurance products. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology and extensive operational resources.

Boban Tunjic is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and having nine years of industry experience. His prior roles include positions at PNC Investments, Citigroup, Fidelity Brokerage Services LLC, Bank of America, and Merrill. Outside of finance, he owns East Coast Irrigation & Drainage, a non-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, and institutional platforms, supported by various investment strategies and advisor tools.

Thomas Scott Jr. is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Agia and Valic Financial Advisors. He is also involved with Scott Retirement Services, an investment-related business connected to his LPL activities. 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 variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced operational tools and a broad range of non-advisory financial products.

Kim Larkin is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. Prior to joining LPL Financial in 2026, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research for 11 years, as well as Wells Fargo Clearing, Merrill, Banc of America Investment Services, Quick & Reilly, and Chase Investment Services Corp. Outside of her advisory role, she is involved in selling life and health insurance products through independent companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolio programs, third-party asset management, and institutional platforms.

Lois Bratkovich is a financial advisor at LPL Financial with 21 years of industry experience. She holds the CFP® and Series 63 designations. Her prior firms include H. Beck, Inc. and FSC Securities Corporation. Outside of her advisory role, she serves as a precinct committeeman. 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 advisory and brokerage services, including financial planning and access to third-party asset management, employing both discretionary and non-discretionary strategies supported by technology tools.

Terry Pasket is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at JP Morgan Securities, Wells Fargo Advisors, Merrill, and Wells Fargo Clearing. Outside of financial advising, he is involved in hospitality and entertainment through St. Johns Bourbon Tastings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marc Danchak is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Citi Group Personal Wealth Management, Mass Mutual Investors Services, MassMutual Life Insurance Company, and New Hope Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms.

Joshua Keyes is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Vystar Credit Union, CUNA Brokerage Services, and Fidelity Brokerage Services, among others. Outside of his advisory work, he serves on nonprofit boards including Gratitude America’s Mission and Vets on TAP, and is a member of the U.S. Army Reserves. 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, and institutional platforms, with advice delivered through a large network of investment adviser representatives employing a variety of strategic, tactical, and customized investment approaches.

Bernard Baran is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Avantax Advisory Services and Stillwater Wealth Management, where he has been involved since 2019. Outside of his advisory work, he has experience with Maple Leaf Nutrition LLC from 2010 to 2018. 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 financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technology tools.

Timothy Buchanan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at firms including UBS Financial Services, Cetera Advisor Networks, Next Financial Group, and has been involved with BCI Wealth & Asset Management for over two decades. 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, model portfolio programs, and institutional platforms, with advisors providing customized strategies supported by research and technology.

Melody Bundschuh is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 designations and having 27 years of industry experience. She has worked at LPL Financial since 2009 and is also a partner at Waterstone Financial Services, where she conducts non-variable insurance 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, third-party asset management, and institutional platforms.

Walter Chown II is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and has previously worked with firms including Avantax Investment Services and Stillwater Wealth Management. He is based in Jacksonville, FL. 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 variety of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning.

Suzanne Rech is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2017, following two years at Securities Service Network. Outside of her advisory work, she is involved in a tourism-related business, My Light Experience LLC. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and customized investment strategies.

William Evans Jr. is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with 16 years of industry experience. He previously worked at Merrill for 12 years before joining LPL Financial in 2022. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Thompson Lemaistre is a financial advisor at LPL Financial with 20 years of industry experience and holds the Series 66 designation. His previous roles include positions at Headland Capital, Maryland Financial Group (Barnett Wealth Advisors), Raymond James & Associates, Morgan Keegan & Company, Merrill, and Morgan Stanley DW. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a variety of financial planning and investment management solutions with both discretionary and non-discretionary strategies.