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Justin F

CFP®, Series 66

Milford, CT

LPL Financial

Justin Friedman is a financial advisor with LPL Financial in Milford, CT, holding CFP® and Series 66 credentials and offering 12 years of industry experience. His background includes roles at Waddell & Reed Inc and various insurance carriers, alongside leadership involvement with the Stamford Chamber of Commerce. He also operates Justin Friedman LLC, a business entity for tax and investment purposes. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services supported by research and model portfolios. The firm delivers both discretionary and non-discretionary management and offers specialized programs such as overlay portfolio management and participant advice services.

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

CFP®, Series 66

Milford, CT

LPL Financial

Brian Skinner is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Milford Bank, Milford Hospital, and Waddell & Reed, Inc. He has served on the board of a nonprofit associated with Milford Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives, offering a range of financial planning and advisory services with both discretionary and non-discretionary management options.

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

CFP®, Series 66

Milford, CT

LPL Financial

Brandon Pepe is a CFP® professional with 16 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc. for 12 years. Outside of financial advising, he is involved with Carriage 7B Realty, LLC, a real estate rental 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

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

CFP®, Series 63, Series 65

Milford, CT

LPL Financial

Jeffrey Costa is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 13 years of industry experience. Before joining LPL Financial in 2025, he worked at Scholtz & Company, LLC, First County Bank, and METLIFE. 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 both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

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

Series 63, Series 66

Milford, CT

LPL Financial

Michelle Castellucci is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and investment research.

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

Series 66

Milford, CT

LPL Financial

Anthony Marchitto is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with LPL Financial in Milford, CT, where he has worked since 2021. His prior experience includes roles at Christopher Gavin and Waddell And Reed, Inc. Outside of finance, he was involved with Prime One Eleven Restaurant for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

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

Series 66

Milford, CT

LPL Financial

Jessie Morotto is a financial advisor at LPL Financial with eight years of industry experience. Morotto holds the Series 66 designation and has previously worked with firms including Brian Skinner and Waddell & Reed, Inc. Outside of advising, Morotto also serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, combining discretionary and non-discretionary management with research-supported model portfolios.

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

Series 66

Milford, CT

LPL Financial

Isabella Pilato is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial, she worked at Oak Beach Bar & Grill for one year. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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