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Joseph G

Series 63, Series 65

Key West, FL

LPL Financial

Joseph Goll is a financial advisor with LPL Financial in Key West, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL in 2025, he worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. for 11 years. Outside of his advisory role, he is involved in real estate investment activities as a co-owner and partner in local rental ventures. 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 portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Marylynne P

Series 63, Series 65

Key West, FL

LPL Financial

Marylynne Price is a financial advisor at LPL Financial with 32 years of industry experience, including 23 years at LPL and six years at Scarborough Capital Management, Inc. She holds the Series 63 and Series 65 designations. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hal A

Series 63, Series 65

Key West, FL

LPL Financial

Hal Allen is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cadaret, Grant & Co., Inc. and ran Allen Financial Consultants for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ty R

Series 63, Series 66

Key West, FL

LPL Financial

Ty Rogers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at Raymond James, Ameriprise, Morgan Stanley, and Citigroup Global Markets. Outside of advising, he is involved in a software company called PLANtelligence and serves as the managing member of KW Beachcomber, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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