Gail Waytena is a financial advisor with LPL Financial, holding a Series 66 license and 23 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Ameriprise in 2006. Outside of her advisory role, she serves as Marketing Director for Waytena & Associates LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies with a broad platform that supports extensive non-advisory financial services.

David Altschuler is a financial advisor at LPL Financial with 47 years of industry experience. He holds the CFP® and ChFC® designations and has worked in the field since 1980, including a 27-year tenure at Cantella & Co., Inc. and involvement with IRAs and Keoghs since 1981. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Beamon is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2008, following a year at Raymond James Financial Services. Outside of advisory work, he serves as a director for Wayne B. Light Custom Jewelry, is a certified rider coach for TEAM Arizona Motorcycle Training, and acts as a trustee for The Rhonda Riva Trust. 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 financial planning, model portfolios, third-party asset management, and retirement advice through a large network of investment adviser representatives, utilizing a range of investment strategies and operational tools.

Henry Krich is a financial advisor with LPL Financial in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services. He is also licensed as an insurance agent, selling fixed annuities, long-term care, disability, and life insurance. 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 financial planning, model portfolio programs, third-party asset management, and a range of institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

James Meier is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Edward Jones and Sunamerica Retirement Markets, Inc. 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 financial planning, model portfolio programs, and access to third-party asset management, supporting advisors with a range of discretionary and non-discretionary strategies.

William Millico is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His prior firms include Global Retirement Partners, Cetera Wealth Services, Waddell & Reed, and LPL Financial, where he has been since 2014. 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 extensive operational and research tools.

Scott Gerstein is a financial advisor with LPL Financial based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior roles at Linsco Private Ledger and Midsouth Capital, Inc. He also holds a JD from Chicago-Kent College of Law but is not a practicing attorney. 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.

William Lyness is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes roles at Bbva Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, COMPASS Bank, Wells Fargo Investments, Banc One Securities, and Chase Investment Services. He operates Lyness Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, portfolio programs, third-party asset management, and institutional platforms.

Nikki Seeger is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Sagepoint Financial, Charles Schwab, and Northwestern Mutual Investment Management. She has been with LPL Financial since 2019. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Donald Clark Jr. is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Personal Financial Group and Sunamerica Securities, among others. Clark has authored investment-related books and maintains a minority interest in a family business, CFA Oil, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Cari Driscoll is a financial advisor at LPL Financial with 12 years of industry experience. She previously worked at Wells Fargo Bank, Wells Fargo Clearing, IC Advisory Services Inc, The Investment Center Inc, and Morgan Stanley. Outside of her advisory work, she is involved with @properties, a real estate and mortgage services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and an extensive network of investment adviser representatives.

Gregory Vacca is a financial advisor with LPL Financial based in Scottsdale, AZ, holding CFP® and Series 63 credentials and bringing 30 years of industry experience. His work history includes roles at SAFE Credit Union, Money Concepts Capital Corp., and Sorrento Pacific Financial, LLC. Outside of his advisory work, he serves as a trustee for the Los Ranchos Presbytery of the Presbyterian Church USA and is a board member for a homeowners association in Newport Coast, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a wide range of financial planning and investment solutions.

Stanley Milne is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has been with LPL Financial since 2005. Outside of advisory work, he manages a personal S corporation related to his LPL commissions. 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 institutional platforms.

Julie Gebert is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. Her career includes prior roles at Cambridge Investment Research, First Financial Equity Corporation, and Charles Schwab. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christina Hughes is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2019. Her prior experience includes roles at Cetera Advisor Networks, Advisornet Wealth Management, and Cetera Wealth Services. She also holds notary credentials and is involved in non-variable insurance activities. 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 wide range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational tools and a broad financial services platform.

Brett Langer is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years and has operated The Summit Financial Strategies, Inc. since 2002. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Danielle Scodellaro is a financial advisor with LPL Financial in Scottsdale, AZ, holding the CFP® and ChFC® designations and 13 years of industry experience. She has worked with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2015 and maintains a long-term affiliation with New York and Company dating back to 2010. Outside of her advisory role, she is involved with CUNA Mutual Executive Benefits, focusing on non-variable insurance. 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 and model portfolio programs, supported by extensive operational tools and a broad platform of non-advisory financial activities.

Ryan Beamon is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. Before joining LPL Financial in 2018, he worked at HP Inc. for two years. He is involved in a separate business entity, Camelback Wealth Strategies, LLC, operating as a DBA for his LPL business. 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 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.

Steven Weitzel is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked with firms including Cetera Investment Services, DFC Investor Services, UBS Financial Services, and Citicorp Investment Services. Additionally, he operates a non-variable insurance business under the name SJW Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, and institutions. The firm offers diverse investment solutions including financial planning, model portfolios, and access to third-party asset managers, with a range of discretionary and non-discretionary strategies.

Darren Tosetto is a financial advisor with LPL Financial in Scottsdale, Arizona, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked with LPL Financial since 2003. 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 diverse advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

James Westermeyer is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 63 designation and 28 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 24 years before joining LPL Financial in 2021. Westermeyer is also a co-trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of investment adviser representatives.

David Meacham is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 63 designation and bringing 43 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Royal Alliance Associates, Centaurus Financial, and 1717 Capital Management Company. He also engages in non-variable insurance sales focused on health insurance and Medicare supplements through Meacham Financial Consultants LLC. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced research tools.

Sean Guill is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 15 years of industry experience. He has previously worked at Lincoln Financial Advisors Corporation and Equitable Advisors. Outside of finance, Sean engages in art and music as a profitable hobby. 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 provides a wide range of advisory and brokerage services using model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Karen Hermerath Harvey is a financial advisor with LPL Financial in Scottsdale, AZ, holding the Series 63 designation and bringing 38 years of industry experience. She has been with LPL Financial since 1993. Outside of her advisory role, she is co-owner of Snowy Mountain Lodge LLC, a business involved in cabin rental and restaurant operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by advanced advisor-facing tools, while maintaining oversight of over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Patrick Mazzarella is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 30 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 2004. In addition to his advisory work, he acts as an independent career agent for United Healthcare Insurance Company through PM Wealth Management. 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 and a broad network of more than 22,800 advisors.

Barak Tanzer is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at LPL Financial since 2018 and previously operated B. Tanzer Investments, LLC since 2004, as well as Kms Financial Services, Inc. from 1998 to 2018. 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 financial planning, portfolio management, and institutional services, supporting advisors with proprietary research and technology tools while overseeing significant discretionary assets across a large advisor network.

Jeffrey Gilman is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Waterstone Financial Group, Inc. and Heritage Capital Management Inc. He is also involved in insurance sales through Gilman Insurance Services, focusing on fixed life and health coverage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of advisory and brokerage services, including financial planning and access to third-party asset management.

Robert Gallagher is a financial advisor with LPL Financial in Scottsdale, Arizona, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at BMO Bank NA, BancWest Investment Services, and Voya Investment Management. 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 and access to third-party asset management, and supports advisors with model portfolios, custom strategies, and technology tools.

Salvatore Diciaccio is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 37 years of industry experience. He previously worked at Invest Financial Corporation from 2007 to 2018 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.