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Justin M

Series 66

Raleigh, NC

LPL Financial

Justin Meservier is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and CUSO Financial Services, LP. Outside of his advisory work, he is involved in rideshare activities with Door Dash. 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, third-party asset management, and retirement advice, supported by extensive 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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Christopher B

Series 65, Series 63

Raleigh, NC

LPL Financial

Christopher Bausback is a financial advisor at LPL Financial in Raleigh, NC, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at Coastal Credit Union, First Citizens Bank, TD Ameritrade, and Sprouts Farmers Market. 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 portfolio programs, third-party asset management, and institutional platforms, 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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Sharmishtha P

Series 63, Series 66

Raleigh, NC

LPL Financial

Sharmishtha Prasad is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at Coastal Federal Credit Union, PNC Bank, Bank of America, Merrill, and Wells Fargo. She serves on the boards of the North Carolina Museum of Art and the Community Foundation of North Carolina East. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with various investment strategies and operational tools, managing more than $819 billion in discretionary assets.

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

ChFC®, Series 66

Raleigh, NC

LPL Financial

Ewelina Caplap is a financial advisor with LPL Financial, holding the ChFC® designation and Series 66 license, and has 19 years of industry experience. She has worked at several firms, including Guardian Life, Northwestern Mutual Investment Management, and Cuso Financial Services. Caplap also serves at Coastal Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives 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.

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

Series 66

Raleigh, NC

LPL Financial

Bryan Pacuch is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments and Bank of America. 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 portfolio programs, 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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Johnny M

Series 66

Raleigh, NC

LPL Financial

Johnny Medlin is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments, Coastal Federal Credit Union, and Amazon.com Inc. 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 with access to model portfolios, third-party asset managers, 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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Mark S

Series 63, Series 66

Raleigh, NC

LPL Financial

Mark Stein is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at MassMutual Life Insurance, Prudential Insurance Company of America, and CUNA Brokerage Services. He is also the owner and game designer of Dynamic Sports Sims, LLC, a separate business venture. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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