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Reena O

Series 63, Series 65

Ocean City, MD

LPL Financial

Reena Oettinger is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 34 years of industry experience. Her prior roles include positions at Grove Point Advisors, Northstar Realty Finance Corp., Grove Point Investments, and Vkrj. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 66

Ocean City, MD

LPL Financial

Christopher Dear is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC, Old Dominion Investment Corp., and Appian Corporation. 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 advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

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

CFP®, Series 66

Ocean City, MD

LPL Financial

Kristina Connell is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Old Dominion Investment Corp. She is a board member of the HOA of the Coves of Isle of Wight, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Larry L

Series 63, Series 65

Ocean City, MD

LPL Financial

Larry Leese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, and has operated Larry Leese & Associates, P.A. since 1989. Outside of his advisory work, he is involved with his CPA and tax preparation practice through Larry Leese & Associates, P.A., and serves in a fiduciary capacity for a testamentary trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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