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Carole L

Series 63, Series 65, Series 66

Lutherville, MD

LPL Financial

Carole Leitgeb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 18 years of industry experience. She previously worked at Lincoln Financial Advisors, Ameriprise Financial Services, and Resource 1, Inc. Her activities include involvement with Academy Financial, Inc., related to her LPL 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

College savings (529s, UTMA, etc.)
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Christopher N

Series 63, Series 66

Lutherville, MD

LPL Financial

Christopher Noll is a financial advisor with LPL Financial in Lutherville, MD, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Academy Financial, Foreside Fund Services, Harborside Sales Group, and WesBanco. He has served as a notary in an investor relations capacity since 2022. 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.

College savings (529s, UTMA, etc.)
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James M

Series 63, Series 65

Lutherville, MD

LPL Financial

James Metzbower Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He previously worked for eight years at Lincoln Financial Advisors before joining LPL Financial. He holds Series 63 and Series 65 designations. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

College savings (529s, UTMA, etc.)
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Matthew E

CFP®, Series 66

Lutherville, MD

LPL Financial

Matthew Emerson is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Lincoln Financial Advisors Corporation and Triad Advisors LLC. Emerson’s background also includes work in dining services and university employment. 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 representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management options along with model portfolios and research support.

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

Series 63, Series 66

Lutherville, MD

LPL Financial

Steven James is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and T. Rowe Price. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Aaron K

CFP®, Series 66

Lutherville, MD

LPL Financial

Aaron Kelly is a CFP® professional with 10 years of industry experience, currently with LPL Financial since 2024. He previously worked at Lincoln Financial Advisors Corporation for nine years. 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 broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Richard F

Series 63, Series 65

Lutherville, MD

LPL Financial

Richard Faraone is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors Corp. for 22 years. LPL Financial is an 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, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Robert S

CFP®, Series 66

Lutherville, MD

LPL Financial

Robert Symonds is a CFP®-designated financial advisor with 18 years of industry experience, currently with LPL Financial since 2024. He previously worked at Lincoln Financial Advisors for 13 years. Symonds maintains business entities for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from LPL Research and third-party subadvisors.

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

Series 66

Lutherville, MD

LPL Financial

Dimitri Hobbs is a financial advisor at LPL Financial with a Series 66 credential and four years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Stifel, Morgan Stanley, and Academy Financial Inc. before joining LPL Financial in 2024. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Patrick M

Series 66

Lutherville, MD

LPL Financial

Patrick Mccabe is a financial advisor with LPL Financial in Lutherville, MD. He holds a Series 66 designation and has seven years of industry experience. His prior experience includes roles at Lincoln Financial Advisors, Merrill, and NewDay USA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research and diverse investment strategies.

College savings (529s, UTMA, etc.)
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Brent K

Series 66

Lutherville, MD

LPL Financial

Brent Kvech is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 22 years. Outside of his advisory work, he is involved with Thabto Wealth Services, a business entity used for tax and investment purposes. 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, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Andrew P

Series 66

Lutherville, MD

LPL Financial

Andrew Porter is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he has worked at Academy Financial, Inc., Seasons Pizza, and Peak Exterior Remodeling, and has experience in education roles at Towson University, Century High School, and Sykesville Middle School. 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, with research support and various portfolio management options.

College savings (529s, UTMA, etc.)
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Conor G

Series 66

Lutherville, MD

LPL Financial

Conor Guillott is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Advisors Corp and Equitable Advisors, among other firms. He has held various roles across financial services and other sectors. 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 financial planning and advisory programs, including model portfolios and consulting services, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Thomas B

Series 66

Lutherville, MD

LPL Financial

Thomas Barger is a financial advisor with LPL Financial in Lutherville, MD, holding a Series 66 credential and bringing 34 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 33 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with Blue Harbor Benefits as a health insurance broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party sources.

College savings (529s, UTMA, etc.)
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Richard C

CFP®, ChFC®, Series 66

Lutherville, MD

LPL Financial

Richard Craft Jr. is a CFP® and ChFC® with 12 years of industry experience, currently serving at LPL Financial since 2024. He previously worked at Lincoln Financial Advisors for 10 years. Outside of his advisory work, he is a business owner of Guilford Brewing, LLC and Moodys Place. 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, model portfolios, and research support from various sources.

College savings (529s, UTMA, etc.)
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