David Stockton is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2021, he worked at Jason Neyer, the Department of Transportation, various insurance carriers, and Waddell & Reed, Inc. He is involved in an LLC focused on a non-securities business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and subadvisors, providing both discretionary and non-discretionary portfolio management.

Robert Mclaughlin is a financial advisor with LPL Financial in Roseville, CA, holding a Series 66 designation and having 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell and Reed, Inc. and various insurance carriers supporting W&R Insurance Agencies for 11 years. His activities have included insurance sales related to investment products. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering discretionary and non-discretionary portfolio management supported by proprietary research and third-party subadvisors.

Jason Neyer is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at CalFIRE and Waddell & Reed, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.