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Douglas L

CFP®, Series 63, Series 65

Naples, FL

LPL Financial

Douglas Lockwood is a CFP®-certified financial advisor with 31 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Wells Fargo Advisors and Harbor Lights Financial Group, Inc. Lockwood is the sole owner of Lockwood Financial Group, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy H

Series 63, Series 65

Naples, FL

LPL Financial

Timothy Herbert is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked for Centaurus Financial, Inc. for 22 years before joining LPL Financial in 2019. He is also involved in T.G.H. Financial, a business entity related to tax and investment matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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George C

Series 63, Series 66

Naples, FL

LPL Financial

George Camberis is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with LPL Financial since 2012 and operates his own consulting and CPA business, providing tax preparation and planning services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew G

Series 63, Series 65

Naples, FL

LPL Financial

Andrew Grove is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide Insurance Company spanning over two decades. Outside of his advisory work, he serves as CEO of Liberty Grove Insurance Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and access to model portfolios, combining a large network of advisors with various investment platforms and operational support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John M

Series 66

Naples, FL

LPL Financial

John Morris is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Merrill, and UBS Financial Services, as well as involvement with Tressons Properties LLC. He also worked at Our Lady of Mercy School for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christine M

Series 63, Series 65

Naples, FL

LPL Financial

Christine Mallul is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, and Sanctuary Securities, Inc. She is also the owner of CCM Services Inc., a non-investment-related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of strategic, tactical, and alternative investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert R

Series 63

Naples, FL

LPL Financial

Robert Rood is a financial advisor with LPL Financial in Naples, Florida, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christi S

Series 63, Series 65

Naples, FL

LPL Financial

Christi Staib is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked at LPL Financial since 2010, following prior roles at Merrill and Morgan Stanley DW Inc. Staib is also an author outside of her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using a range of strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Philip D

Series 63, Series 65

Naples, FL

LPL Financial

Philip Dannunzio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at Humor Resources LLC, Original Investment Family Limited Partnership, and other entrepreneurial and design-related ventures. He is also involved in business activities outside of finance, including art and jewelry design. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael B

CFP®, ChFC®, Series 63

Naples, FL

LPL Financial

Michael Bonevento is a CFP® and ChFC® with 32 years of industry experience. He currently works at LPL Financial and previously spent 25 years at Ameriprise Financial Services, Inc. Bonevento is also involved as a partner in Intellectual Insurance Services, where he contributes to collaboration and organizational strategy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisory representatives with both proprietary and third-party investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bruce G

CFP®, Series 66

Naples, FL

LPL Financial

Bruce Graev is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 40 years of industry experience. He has worked at LPL Financial since 2015 and previously held roles at Guardian Life, Ameriprise, and Citigroup Global Markets. He is also an author and a licensed CPE presenter. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Peter C

Series 63

Naples, FL

LPL Financial

Peter Cina is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has been with LPL Financial since 1993. Outside of his advisory role, he is involved in tutoring. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, with a focus on diverse strategies and operational support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Maria S

Series 63

Naples, FL

LPL Financial

Maria Sikora is a financial advisor with LPL Financial in Naples, FL, holding a Series 63 designation and 38 years of industry experience. She has worked with LPL Financial since 2005 and previously spent five years with Osaic FA, Inc. Maria also managed Tyler-Stone Wealth Management, LLC, an independent advisory firm, from 2015 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party managers, and custom strategies across multiple asset classes, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Edward G

CFP®, Series 63

Naples, FL

LPL Financial

Edward Gormley is a CFP® credentialed financial advisor with 36 years of industry experience. He has been with LPL Financial since 2020 and previously worked for SSN Advisory, Inc. and Securities Service Network from 2004 to 2020. He serves on the board of the Cumberland County Bar Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers various services including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel M

Series 63, Series 65

Naples, FL

LPL Financial

Daniel Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and VOYA Financial Advisors, Inc., and has been affiliated with Horizon Financial Advisors for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by a large network of investment adviser representatives and offers various investment strategies including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mark W

CFP®, Series 63

Naples, FL

LPL Financial

Mark Wingerd is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial. He previously spent 20 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Wingerd is also involved in business entities related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary account management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gregory S

Series 63, Series 66

Naples, FL

LPL Financial

Gregory Skrabonja III is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His career includes roles at Invest Financial Corp. and Investment Concepts, which he has been involved with for over three decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James K

Series 63, Series 65

Naples, FL

LPL Financial

James Konuk is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 41 years of industry experience. He has worked at LPL Financial since 2005 and previously spent seven years at Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a variety of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John G

CFP®, Series 63, Series 66

Naples, FL

LPL Financial

John Gatewood is a CFP® with 42 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2019, following a long tenure at Northwestern Mutual from 1981 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory platform that includes financial planning, model portfolios, and access to third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph R

CFP®, Series 63, Series 65

Naples, FL

LPL Financial

Joseph Ruzycki is a financial advisor with LPL Financial in Naples, FL, holding CFP®, Series 63, and Series 65 designations and bringing 27 years of industry experience. He has worked at LPL Financial since 2009 and previously served at Center For Wealth Planning Advisors, Inc. and Center For Wealth Planning, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered by a large network of investment adviser representatives using a range of strategic and tactical investment approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard M

Series 63, Series 66

Naples, FL

LPL Financial

Richard Morris is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 40 years of industry experience. He worked at Invest Financial Corporation for 31 years before joining LPL Financial in 2018. Morris operates under the Naples Family Wealth Management DBA as part of his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael B

CFP®, Series 63, Series 65

Naples, FL

LPL Financial

Michael Boyer is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2006. Prior to this, he worked for Raymond James Financial Services for seven years. Boyer underwrites non-variable insurance products directly through various insurance companies and coordinates with underwriting brokers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Linda K

CFP®, Series 63, Series 65

Naples, FL

LPL Financial

Linda Knott is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial since 2005. Prior to joining LPL, she worked at Citizens Securities, Inc. and MetLife Investment Fund Services LLC. Outside of her advisory role, she is involved with McKnott LLC, a real estate subleasing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William F

Series 63, Series 65

Naples, FL

LPL Financial

William Farber is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He previously worked at Nationwide Securities, LLC, and Nationwide Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stephen A

Series 63, Series 66

Naples, FL

LPL Financial

Stephen Angelis is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Independent Financial Partners and Nationwide Investment Advisors. Outside of his advisory role, he is involved with GAN Investments LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Barbara H

Series 63, Series 65, Series 66

Naples, FL

LPL Financial

Barbara Horvath is a financial advisor with LPL Financial based in Naples, FL, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. Her prior work includes roles at Merrill, UBS Financial Services, and Citigroup Global Markets. She is also involved in a family wealth management business as indicated by her affiliation with Baumgartner Horvath Wealth Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with research tools and a wide array of investment options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David M

Series 63, Series 66

Naples, FL

LPL Financial

David Milligan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 37 years of industry experience. He has worked at LPL Financial since 1995 and has been affiliated with SIS Bank since 1998. Milligan is also involved with DMM Enterprises, Inc., an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and retirement advice to individuals, institutions, and banks. The firm supports a large network of advisors and offers a range of advisory and brokerage services, including access to model portfolios and third-party management strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy E

CFP®, Series 63, Series 65, Series 66

Naples, FL

LPL Financial

Timothy Evanson is a financial advisor with LPL Financial in Naples, FL, holding the CFP® designation and multiple securities licenses (Series 63, 65, 66). He has 20 years of industry experience, including prior roles at Waddell & Reed and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mark D

Series 63, Series 65

Naples, FL

LPL Financial

Mark D'annunzio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for several years and spent over two decades at Petersen Investments, Inc. He is also involved with Petersen Advisors in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David M

Series 63

Naples, FL

LPL Financial

David Muilenberg is a Series 63-licensed financial advisor with LPL Financial, based in Naples, FL, and has 43 years of industry experience. He has worked with LPL Financial since 2003. Outside of his advisory role, he is involved with a business entity named Two Men and a Trademark, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Marcello C

Series 63

Naples, FL

LPL Financial

Marcello Cutrupi is a financial advisor at LPL Financial with 30 years of industry experience and holds a Series 63 designation. His prior roles include positions at Securities America Advisors, Investacorp Advisory Services, WRP Investments, Kestra Investment Services, and Stifel. He is also involved in a separate insurance agency business under Cutrupi & Associates Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mark S

Series 63, Series 66

Naples, FL

LPL Financial

Mark Schenkel is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior work includes roles at Edward Jones and various trucking companies. He is also president and owner of Schenkel Acres Inc, a private family farm corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dennis S

Series 63

Naples, FL

LPL Financial

Dennis Scharf is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 33 years of industry experience. He has worked at firms including Fiduciary Trust and Avantax Advisory Services. Outside of his advisory role, he operates Scharf Tax Service, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher H

Series 63, Series 65

Naples, FL

LPL Financial

Christopher Hutcherson is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Kimery Wealth Management and Silver Oak Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors utilizing various portfolio strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Peter T

ChFC®, Series 63

Naples, FL

LPL Financial

Peter Thompson is a financial advisor with LPL Financial in Naples, FL, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including prior roles at National Planning Corporation, Osaic FS, Inc., and Polaris Advisory Services Inc. He also manages Pete Thompson Wealth Management, focusing on life, health, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Fred N

Series 63, Series 65

Naples, FL

LPL Financial

Fred Nero is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His previous experience includes roles at Foresters Financial Services and a brief period of unemployment. Outside of his advisory work, he operates Nero Financial Services, a non-investment-related business based at his reported location. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, portfolio management, and access to third-party asset managers through a large network of advisors, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian C

Series 63, Series 66

Naples, FL

LPL Financial

Brian Cooke is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, portfolio management, and institutional services supported by a network of over 22,000 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Catherine W

Series 63, Series 65

Naples, FL

LPL Financial

Catherine Weaver is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. In addition to her advisory role, she is a licensed notary and an enrolled agent providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology for investment professionals.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert G

ChFC®, Series 63

Naples, FL

LPL Financial

Robert Grisanti is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including lengthy tenures at MetLife Securities Inc., MassMutual Life Insurance Co., and Mass Mutual Investors Services. Grisanti also serves as an insurance agent with Grisanti Financial Group, focusing on property/casualty and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William P

Series 63, Series 66

Naples, FL

LPL Financial

William Parker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His prior roles include positions at Ic Advisory Services, Inc., The Investment Center Inc, Alesia Strategies, LLC, Ashton Stewart & Co, and Voya Financial. He is involved in multiple business entities related to investment management and third-party administration. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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