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Gerald L
CFP®, ChFC®, Series 63
Jupiter, FL
LPL Financial
Gerald Long is a CFP® and ChFC® with 35 years of industry experience. He has been with LPL Financial since 2010 and has also been affiliated with RiverSource since 1991. 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 and incorporating research from multiple sources.
John G
CFP®, Series 63, Series 65
Jupiter, FL
LPL Financial
John Gurski is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2004. He operates out of Jupiter, FL. Outside of his advisory role, he manages John Gurski, LLC, a tax entity separate from his investment business. 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, retirement consulting, and brokerage services with a variety of discretionary and non-discretionary management options supported by research and model portfolios.
John M
Series 63, Series 65
Jupiter, FL
LPL Financial
John Mcnamara is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1998. His outside business activities include managing a DBA, McNamara Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.
Anthony K
Series 63, Series 66
Jupiter, FL
LPL Financial
Anthony Klingseisen is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Equitable Advisors, Axa Advisors, and Questar Asset Management. Outside of his advisory work, he coaches junior varsity football at Jupiter Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.
Scott F
Series 63
Jupiter, FL
LPL Financial
Scott Fisher is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1995. 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 advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.
James C
Series 63, Series 65
Jupiter, FL
LPL Financial
James Craig is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with LPL Financial since 2004. Outside of advisory work, he is involved in marketing non-variable insurance products including long-term care, term life, disability, and health insurance. 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 and financial planning services, utilizing model portfolios, research, and various management strategies across discretionary and non-discretionary accounts.
David H
CFP®, Series 63, Series 65, Series 66
Jupiter, FL
LPL Financial
David Hudson is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following seven years at Lincoln Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.
Joel J
Series 63, Series 65
Jupiter, FL
LPL Financial
Joel Josephs is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with LPL Financial since 2011 and also worked with Gaines Financial Group for the same period. LPL Financial is a national 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, incorporating model portfolios, third-party research, and technology-driven solutions across discretionary and non-discretionary management styles.
Mark W
Series 66
Jupiter, FL
LPL Financial
Mark White is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Ameriprise Financial Services, Inc. for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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.
Richard C
Series 63, Series 65
Jupiter, FL
LPL Financial
Richard Curley is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2026, he spent 13 years with Cambridge Investment Research Advisors. 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.
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