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Gary M
Series 63, Series 65
Sarasota, FL
LPL Financial
Gary Mesko is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously worked at FSC Securities Corporation for six years before joining LPL Financial in 2019. Outside of advising, he operates The InCompass Group LLC, which provides tax preparation, accounting, and insurance services, and he is also a Florida-licensed notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from various sources.
David M
Series 63, Series 66
Sarasota, FL
LPL Financial
David Madway is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Merrill, USAA, Bank of America, and S3. Madway is also the owner of Onchain Ventures LLC, a business entity used for tax and investment purposes. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.
Bradley O
Series 63, Series 65
Sarasota, FL
LPL Financial
Bradley Ohmes is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities Inc. Outside of his advisory role, he is involved in tax preparation and accounting services through The Incompass Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Craig S
CFP®, Series 63, Series 66
Sarasota, FL
LPL Financial
Craig Smith is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial and has previously worked at LPF Advisors, LLC and Securities America Inc. Outside of his advisory work, he is involved in non-variable insurance sales and tax preparation services. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, research, and various portfolio management options.
Edward B
Series 66
Sarasota, FL
LPL Financial
Edward Behm is a Series 66 licensed financial advisor with LPL Financial in Sarasota, FL, bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at FSC Securities Corporation for six years. He is also involved with The Incompass Group LLC, which provides tax preparation and accounting services, and holds a non-variable insurance business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various strategies, serving clients through a national network of investment adviser representatives.
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