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Douglas R

CFP®, PFS™, Series 63, Series 65

Red Wing, MN

LPL Financial

Douglas Ritter is a CFP® and PFS™ credentialed advisor with 35 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation. Ritter serves as President and CEO of Discovery Financial Centers, Inc., a role he has held since 1992. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including 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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David R

Series 66

Red Wing, MN

LPL Financial

David Ritter is a financial advisor with LPL Financial in Red Wing, MN, holding a Series 66 credential and bringing 12 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation. Outside of his advisory role, he is involved in teaching at Hudson High School and operates Discovery Financial Centers, which includes work as an independent insurance producer. 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 portfolios, and institutional platforms, supported by tools such as machine learning for research and operational purposes.

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

Series 63, Series 65, Series 66

Red Wing, MN

LPL Financial

Matthew Hardyman is a financial advisor with LPL Financial in Red Wing, MN, holding Series 63, 65, and 66 licenses and possessing 34 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for five years and has been affiliated with Discovery Financial Centers, Inc. since 1999. Outside of his advisory role, he owns and manages a hobby farm in Red Wing. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of advisors with a variety of investment strategies and operational tools.

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

Series 66

Red Wing, MN

LPL Financial

Cody Buck is a financial advisor with LPL Financial in Red Wing, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at National Planning Corporation and has been affiliated with Discovery Financial since 2015. In addition to his advisory role, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of representatives. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

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

Series 66

Red Wing, MN

LPL Financial

Samuel Caswell is a financial advisor with LPL Financial, holding a Series 66 credential and bringing two years of industry experience. His prior work includes positions at First Farmers & Merchants Bank, Charter Bank, Commerce Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, 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 large network of advisors and technology tools.

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

Series 63, Series 65

Red Wing, MN

LPL Financial

Daniel Greenheck is a financial advisor with LPL Financial in Red Wing, Minnesota, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked at firms including Investment Advisors, LLC and Sampair Accurant. Outside of advising, he is involved in tax preparation and accounting through Sampair Accurant and operates Greenheck Tax & Retirement Advisors LLC. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting advisors with research and technology tools.

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