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Ladd M
Series 63, Series 66
Lake Oswego, OR
LPL Financial
Ladd Mckittrick is a financial advisor with LPL Financial who holds the Series 63 and Series 66 designations and has 28 years of industry experience. He has been with LPL Financial since 2009. Mckittrick operates a business under the name MCK Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.
Robert K
Series 63, Series 65
Lake Oswego, OR
LPL Financial
Robert Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Pride Financial Partners for 11 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Chase M
Series 66
Lake Oswego, OR
LPL Financial
Chase Morinaka is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has been involved with Morinaka Schworm, LLC, a legal services firm, since 2012. In addition to his advisory work, he serves as a notary and is active in legal services through his firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Ryan T
Series 66
Lake Oswego, OR
LPL Financial
Ryan Trout is a financial advisor with LPL Financial in Lake Oswego, Oregon. He holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2026, he spent eight years at Edward Jones and worked at Packaging Corporation of America before entering the financial services industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.
Isaac S
Series 66
Lake Oswego, OR
LPL Financial
Isaac Samsa is a financial advisor with LPL Financial in Lake Oswego, OR, holding a Series 66 designation and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 11 years before joining LPL Financial in 2021. Samsa also operates a non-variable insurance business. 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 plan consulting, providing both discretionary and non-discretionary portfolio management supported by research from LPL Research and third-party subadvisors.
Daniel P
ChFC®, Series 63, Series 65
Lake Oswego, OR
LPL Financial
Daniel Prentice is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of experience in the financial industry, with prior roles at firms including Capital Analysts, Lincoln Investment, The Leaders Group Inc, Vanderbilt Securities, KMS Financial Services, and Columbia Benefit Consulting. Prentice is based in Lake Oswego, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.
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