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Kelly M

Series 66

Media, PA

LPL Financial

Kelly Mc Carthy is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, Mc Carthy held roles at BestVest Investments, Ltd. and Reliance Standard. 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 financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 65

Media, PA

LPL Financial

Michael Cirard is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial, Cirard worked as an independent insurance agent and operated Bestvest Investments Ltd. Outside of his advisory role, he serves as a head ice hockey coach at Widener University. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Gennaro V

Series 63, Series 65

Media, PA

LPL Financial

Gennaro Vuono is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 34 years of industry experience. He previously worked at BestVest Investments Ltd for 12 years and was an independent insurance agent for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

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

Series 63, Series 66

Media, PA

LPL Financial

William Cooney is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked at Bestvest Investments for 22 years and was involved in Cooney Storage for five years. 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, utilizing model portfolios and research from internal and third-party sources.

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

Series 63, Series 65

Media, PA

LPL Financial

James Oconnor is a financial advisor with LPL Financial in Media, PA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles as an independent insurance agent and entrepreneur with Twisted Jims. He also operates BestVest Investments, which he has been involved with since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technologies.

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

Series 66

Media, PA

LPL Financial

Christopher Sciarrino is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at BestVest Investments, Ltd. and Northwestern Mutual. Outside of advisory roles, he was involved in operational activities at America's Pie for seven years. 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, advisory programs, and retirement consulting services, combining proprietary and third-party research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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