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John L. F

AIF®

Prescott, AZ

LPL Financial

John Farmer is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group and Royal Alliance Associates. In addition to his advisory work, he teaches at Yavapai Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Retired
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Janet D

Series 63, Series 65

Prescott, AZ

LPL Financial

Janet De Vries is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her career includes positions at Ameriprise, Merrill, and UBS Financial Services prior to joining LPL Financial in 2013. 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 and various operational and research tools.

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

Series 66

Prescott, AZ

LPL Financial

Henry Goldstone is a financial advisor with LPL Financial in Prescott, AZ, holding a Series 66 designation and 27 years of industry experience. He has worked with LPL Financial since 2003 and previously was associated with Financial Planning Consultants, LLC and Centaurus Financial, Inc. Outside of his advisory role, he operates Goldstone Financial Services, a related business entity. 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 through 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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John T

Series 63, Series 65

Prescott, AZ

LPL Financial

John Trahern is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger) since 2000. Outside of advisory work, he is involved in real estate rental investment in Phoenix, AZ. 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, supported by advanced operational tools and a broad network of over 22,800 advisors.

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

Series 63, Series 66

Prescott, AZ

LPL Financial

Gregory Sheehan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Edward Jones for three years before joining LPL Financial in 2017. Sheehan is also the owner and manager of FOWA, LLC, a business entity used for tax and investment purposes unrelated to his advisory 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 advisory and brokerage services with a variety of investment strategies supported by research and technology, alongside extensive non-advisory financial services.

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