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Mason M
Series 66
Orlando, FL
LPL Financial
Mason Moyer is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at Fairwinds Credit Union and CUSO Financial Services, LP prior to his current role. Mason is also involved with Fairwinds Wealth Management and Investments in conjunction with his LPL business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Kevin M
Series 66
Orlando, FL
LPL Financial
Kevin Masih is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at FAIRWINDS Credit Union since 2014, Cuso Financial Services, LP from 2014 to 2025, and Guardian Life from 2013 to 2014. He is also involved with Fairwinds Wealth Management and Investments, a DBS business affiliated with his LPL work. 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 services, including model portfolios, third-party asset management, and institutional platforms, supported by various advisor-facing technologies.
Jordan B
Series 66
Orlando, FL
LPL Financial
Jordan Bower is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 license and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and has been associated with Fairwinds Credit Union since 2018. He also serves as a notary for Fairwinds Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment strategies and platforms supported by extensive operational and research tools.
Andrew B
Series 66
Orlando, FL
LPL Financial
Andrew Broughman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services LP. Outside of his advisory role, he is involved with FAIRWINDS Credit Union and Firkin and Kelgler LLC. 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, and institutional platforms, supported by a network of more than 22,800 advisors.
Stefanie F
Series 66
Orlando, FL
LPL Financial
Stefanie Flohr is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at FAIRWINDS Credit Union, CUNA Mutual Group, and Suncoast Credit Union. She also serves as a subject matter consultant for an educational practice in investment-related topics. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies and a variety of operational and research tools.
Daniel H
Series 66
Orlando, FL
LPL Financial
Daniel Hendricks is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial, Level Four Financial, Citigroup Global Markets, Verity Investments, BB&T Securities, PRUCO Securities, and Waddell & Reed. 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 a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.
Thomas H
Series 63, Series 65
Orlando, FL
LPL Financial
Thomas Howell is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Fairwinds Financial Services, Inc. since 2001 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services and platforms, including financial planning, model portfolio programs, and third-party asset management, supported by advanced research and operational tools.
Austin K
Series 66
Orlando, FL
LPL Financial
Austin Kinney is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fairwinds Credit Union, Publix Super Markets, and Florida Financial Advisors. 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, and institutional platforms, supported by a large network of investment adviser representatives.
James E
Series 66
Orlando, FL
LPL Financial
James Eiker is a financial advisor with LPL Financial based in Orlando, FL, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at FAIRWINDS Credit Union since 2006 and joined LPL Financial in 2025. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and oversight of a large advisory network.
Jeremy C
Series 63, Series 65
Orlando, FL
LPL Financial
Jeremy Cooley is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior firms include Fairwinds Credit Union, CUSO Financial Services, Equitable Advisors, and Axa Advisors. He is involved with Fairwinds Wealth Management and Investments, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a large network of advisors.
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