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Paul M

CFP®, Series 63, Series 66

Jupiter, FL

LPL Financial

Paul Maizes is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Maizes also holds a Certified Divorce Financial Analyst designation and provides consulting services related to financial aspects of divorce. 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 and research from multiple sources.

College savings (529s, UTMA, etc.)
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Daniel H

Series 66

Jupiter, FL

LPL Financial

Daniel Hein is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at firms including Morgan Stanley and Kestra Investment Services. Hein has also served as a financial analyst at NextEra Energy. 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 retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Steven H

CFP®, PFS™, Series 66

Jupiter, FL

LPL Financial

Steven Hein is a financial advisor with LPL Financial, holding the CFP®, PFS™, and Series 66 designations and bringing 25 years of industry experience. Prior to joining LPL in 2026, he spent 19 years with Kestra Investment Services, LLC and 10 years with Kestra Advisory. In addition to his advisory work, Hein is a seminar presenter on college planning through 123college.com. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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