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Charles H

Series 66

Ponte Vedra Beach, FL

LPL Financial

Charles Huguenard Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously at First Horizon, Bank of America, and Merrill. Outside of his advisory role, he is the owner and manager of HUGS Holdings LLC, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

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

Series 66

Ponte Vedra Beach, FL

LPL Financial

Christopher Oberley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. His background includes roles at JP Morgan Chase Bank and First Horizon Bank. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Tina B

Series 66

Ponte Vedra Beach, FL

LPL Financial

Tina Bodnar is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. Bodnar is also affiliated with First Horizon, where she has been involved since 2021. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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