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Mark P

Series 63, Series 65

St. Louis, MO

LPL Financial

Mark Potter is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. In addition to his advisory role, he serves as Executive Vice President at Commerce Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Vijay B

Series 63, Series 65

St. Louis, MO

LPL Financial

Vijay Brahmbhatt is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual and Commerce Brokerage Services Inc. He is also involved with Metro East Legacy FC, an organization active for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Connor M

Series 66

St. Louis, MO

LPL Financial

Connor Mc Laren is a financial advisor with LPL Financial in St. Louis, MO. He holds a Series 66 designation and has been in the industry since 2026. His prior work includes roles at Commerce Bank and Veterans United Home Loans, as well as experience outside finance at Creative Audio and the University of Missouri. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Camille M

Series 66

St. Louis, MO

LPL Financial

Camille Marolf is a Series 66-licensed financial advisor with 17 years of industry experience. She is currently with LPL Financial and also maintains a long-standing role at Commerce Brokerage Services, Inc. Outside of her advisory work, Camille is involved in music as a part-time musician and has experience as an actress and model. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and consulting services, supported by research and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Joseph C

Series 66

St. Louis, MO

LPL Financial

Joseph Costello is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Commerce Bank and Commerce Brokerage Services, Inc. since 2008 and joined LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing multiple management approaches and research resources.

College savings (529s, UTMA, etc.)
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Christopher W

Series 63, Series 65

St. Louis, MO

LPL Financial

Christopher Ward is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Commerce Brokerage Services Inc. since 2010 and joined LPL Financial in 2023. Based in St. Louis, MO, he serves a diverse client base through his current firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Steven G

Series 66

St. Louis, MO

LPL Financial

Steven Gambino II is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Commerce Brokerage Services, Inc. and U.S. Bank. Gambino is based in St. Louis, MO. 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 services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Daniel L

Series 66

St. Louis, MO

LPL Financial

Daniel Love is a financial advisor at LPL Financial in St. Louis, MO, holding a Series 66 designation. He began his advisory career in 2025 and has a diverse work history including roles at Commerce Bank and several other organizations. Outside of financial advising, he has experience working at educational institutions and local businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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George N

Series 66

St. Louis, MO

LPL Financial

George Nichols is a financial advisor with LPL Financial in St. Louis, MO, holding a Series 66 designation. He has one year of industry experience and has worked at both LPL Financial and Commerce Bank. Prior to his finance career, he held positions at Switch Agency, Barnes & Noble, and Fitz's Restaurant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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