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Timothy L

Series 66, Series 7

Palm Beach Gardens, FL

LPL Financial

I’m Tim Lyons, a fourth generation Floridian and independent financial advisor in Palm Beach Gardens, FL. I’ve spent nearly 19 years helping families and small business owners plan with clarity. I started in real estate, moved into risk management, and ran my own insurance agency, where I worked with more than 200 small businesses and 400 families. From 2019 to 2024 I led a full service advisory practice at Edward Jones, then went independent and founded Lyons Resources. I listen first and build the plan before I recommend anything. I give every family the advice I’d give my own. I’m a husband, a father of four, and I mentor young adults.

Retirement income strategy Tax-loss harvesting Business sale tax planning Business ownership considerations Early retirement planning Retired Founder/Business Owner Self-Employed HENRY (High Earners, Not Rich Yet) Career Changers Approaching retirement Retired
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Jeffrey F

Series 63, Series 65

Palm Beach Gardens, FL

LPL Financial

Jeffrey Fitz is a financial advisor with LPL Financial based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at firms such as Bank of America, Merrill Lynch, Raymond James, and Wells Fargo. He also operates Fitz Wealth Management, a separate advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio 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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Anthony C

Series 66

Palm Beach Gardens, FL

LPL Financial

Anthony Colombino is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and four years of industry experience. He previously worked at UBS Financial Services and has ownership experience in a trucking 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 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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Craig P

Series 63, Series 66

Palm Beach Gardens, FL

LPL Financial

Craig Piper is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at The Investment Center Inc and NPA Asset Management, LLC. He is also involved in independent fixed insurance sales, earning commissions from life, health, and fixed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party 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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Andrew R

Series 66

Palm Beach Gardens, FL

LPL Financial

Andrew Raskin is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, Chase Investment Services, UBS Financial Services, and Ameriprise. 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 advisory and brokerage services through a large network of investment adviser representatives and offers a range of financial planning, portfolio 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 R

Series 63, Series 65

Palm Beach Gardens, FL

LPL Financial

Dennis Roodman is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and with 37 years of industry experience. He has been with LPL Financial since 2011 and also operates Integrated Financial Group and Dennis Roodman Insurance. His activities include fixed insurance sales covering life, health, long-term care, disability, and group insurance products. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a broad 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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Kenneth F

Series 63, Series 65

Palm Beach Gardents, FL

LPL Financial

Kenneth Fonteyn is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., Morgan Stanley, and Robert Baird & Co. 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 and third-party asset management, supported by a large network of advisors and various technological and institutional resources.

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