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Jonathan W

CFP®, Series 63, Series 65

St Petersburg, FL

LPL Financial

Jonathan Wilkins is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and has held prior roles at Osaic Wealth, Payant Wealth Management Group, Sagepoint Financial, Washburn Capital Management, and Charles Schwab. Outside of advising, he is also a certified notary in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 solutions, managing over $819 billion in discretionary assets through a large network of advisors.

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

CFP®, Series 63, Series 65

St.Petersburg, FL

LPL Financial

Gary Hummel is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with LPL Financial. He previously worked at Merrill for 13 years and Raymond James Financial Services for 7 years. Hummel also operates Hummel Wealth Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and various portfolio management programs, utilizing both proprietary and third-party strategies, and supports advisors with advanced operational and research tools.

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

Series 66

St.Petersburg, FL

LPL Financial

Steven Laesser is a financial advisor with LPL Financial in St. Petersburg, Florida, holding a Series 66 credential and six years of industry experience. He previously worked at Raymond James Financial Services and has a background in the electronics and industrial sectors. Laesser is involved with Serving the Lord Enterprises, a business entity unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory platform that includes financial planning, model portfolios, and institutional services.

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

Series 63

St.Petersburg, FL

LPL Financial

Mark Wolf is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial, Ash Brokerage, and concurrently operating Bluewater Financial Consultants since 2005. Wolf also has a background as a CPA specializing in taxes. 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 services, including financial planning and model portfolios, and supports its advisors with advanced operational tools and a broad platform of non-advisory financial products.

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

Series 63

St. Petersburg, FL

LPL Financial

Robert Nolan is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 designation and has worked at notable firms including Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

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

Series 63, Series 66

St.Petersburg, FL

LPL Financial

Michael Collins is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Bluewater Financial, and Waddell & Reed. 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 portfolio management solutions supported by a large network of investment adviser representatives.

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

CFP®, Series 63

St Petersburg, FL

LPL Financial

Martin Mulligan is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and has worked previously at OSAIC, Payant Wealth Management Group, Sagepoint Financial, Inc., and FSC Securities Corporation. 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, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

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

Series 66

St.Petersburg, FL

LPL Financial

Logan Wolf is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial Services and has been affiliated with Bluewater Financial for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

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

Series 66

St.Petersburg, FL

LPL Financial

David Zaccagnino is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Raymond James Financial Services and Morgan Stanley. Outside of his advisory work, he is a notary public in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and 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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Robert T

Series 63, Series 65

St.Petersburg, FL

LPL Financial

Robert Torris is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors, Inc., Bluewater Financial, and Morgan Stanley. Outside of his advisory role, he is involved with RVTCHARWELL, Inc., a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management services through a large network of investment adviser representatives.

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

CFP®, Series 66

St.Petersburg, FL

LPL Financial

Ryan Roy is a financial advisor affiliated with LPL Financial, holding the CFP® designation and Series 66 license, with 12 years of industry experience. His prior roles include positions at Raymond James and Wells Fargo Clearing. He is involved with BlackHealth Partners, an initiative related to non-variable insurance. 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 a large network of investment adviser representatives.

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

CFP®, Series 66

St.Petersburg, FL

LPL Financial

James Spicer is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Raymond James Financial Services, Merrill, and Morgan Stanley. He also operates a separate business entity, JAMES B. SPICER LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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