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Arthur P

Series 66

Manchester, CT

LPL Financial

Arthur Peske is a financial advisor with LPL Financial in Manchester, CT, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies from 2009 to 2021. 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 supported by model portfolios and research from internal and third-party sources.

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

CFP®, CFA®, Series 63, Series 66

Manchester, CT

LPL Financial

Sunny Patel is a financial advisor at LPL Financial in Manchester, CT, with five years of industry experience. He holds CFP® and CFA® designations and has worked at firms including Connecticut River Wealth Management, The Goff Financial Group, and Edward Jones. Outside of his advisory role, he is a passive investor and member of Patel Global Group LLC, a hotel business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.

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

Series 63, Series 65

Manchester, CT

LPL Financial

Matthew Peak is a financial advisor with LPL Financial based in Manchester, CT, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His career includes roles at Waddell & Reed, INC., and involvement with the Manchester Board of Selectmen and Redevelopment Agency. He is also an author and speaker, organizing events related to his professional expertise. 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 broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches to portfolio management.

College savings (529s, UTMA, etc.)
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