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Toby M
Series 63, Series 65
Kingwood, TX
LPL Financial
Toby Mcswain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Waddell & Reed, Inc. for 12 years and has operated his own advisory business since 2013. Outside of his advisory role, he is involved with the Forgotten Wishes Foundation and manages Audacious, 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 and model portfolio programs, supported by technology and a large network of over 22,800 advisors.
Timothy N
CFP®, Series 66
Kingwood, TX
LPL Financial
Timothy Neumann is a CFP® with 16 years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at Bass Addicts and Waddell & Reed, Inc., and various insurance carriers within W&R Insurance Agencies. He is also involved with Shoreline Wealth Management, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, combining advisory services with non-advisory financial products and technologies.
Matthew B
Series 66
Kingwood, TX
LPL Financial
Matthew Bohli is a financial advisor with LPL Financial based in Kingwood, TX. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he worked at Bohli Bros Lawncare and Powerwashing for four years. 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 financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.
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