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Namita K

Series 66

Marriottsville, MD

LPL Financial

Namita Kathuria is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined eight years. Outside of finance, she has been involved with Krav Maga Maryland and Peacock SkinCare. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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

Series 63, Series 65

Marriottsville, MD

LPL Financial

James Adair III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 23 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2002 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

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

Series 66

Marriottsville, MD

LPL Financial

Christin Shifflett is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has worked at LPL Financial since 2019. Outside of finance, Shifflett owns and operates several children’s fitness centers, including CR Fit Kids, My Gym Crofton, and C&C Kids Gym. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad 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 with access to research and model portfolios.

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

Series 66

Marriottsville, MD

LPL Financial

Patrick Gibbons is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL in 2019, he worked for Northwestern Mutual in various capacities from 2003 to 2019. He serves as finance committee chairperson for Emory Church and is involved with nonprofit boards including the Construction Finance Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-enhanced strategies.

College savings (529s, UTMA, etc.)
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