Ronald Winkler is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes six years at Wedbush Securities and over two decades running his own CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Elliot Wild is a financial advisor at LPL Financial in New York, NY, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Wedbush Securities Inc. and Morgan Stanley, as well as experience at the University of Vermont. Outside of his advisory work, he was involved with Temple Beth for three years. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Noah Hutkin is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at ETF Managers Group LLC and Foreside Fund Services, LLC. He serves as a board member of the Robert Bailey Charitable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives using various discretionary and non-discretionary strategies.

Margarita Santiago is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Wedbush Securities, Janney Montgomery Scott, and Morgan Stanley. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Kenneth Hutkin is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior roles include positions at Wedbush Securities, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and First Allied Securities. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.