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Brandon H

Series 63, Series 65

Saint Petersburg, FL

LPL Financial

Brandon Halversen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual in various roles between 2016 and 2025 and served in the United States Marine Corps from 2011 to 2018. 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, and institutional platforms, supported by a 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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Andrew G

Series 66

St. Petersburg, FL

LPL Financial

Andrew Gillis is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for 13 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, including advisory platforms supported by model portfolios, third-party subadvisors, and customized strategies.

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

Series 63, Series 65

St Petersburg, FL

LPL Financial

Christine Schiferl is a financial advisor with LPL Financial in St. Petersburg, FL, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with LPL Financial since 2002 and worked at Wells Fargo Clearing for one year prior to that. Outside of her advisory role, she is connected to a family property management business through her husband. 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 a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

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

Series 63, Series 66

Saint Petersburg, FL

LPL Financial

Bethanie Gore is a financial advisor with LPL Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial in 2025, she held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. 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 financial planning and asset management services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

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

ChFC®, Series 63

Petersburg, FL

LPL Financial

Clifford Ryan is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and possessing 22 years of industry experience. He previously worked with Elder Planning Advisors of Maine, Inc. for 25 years and has operated his own advisory businesses since 2021. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset allocations.

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

Series 66

St. Petersurg, FL

LPL Financial

Maria Bonino Houserman is a financial advisor with LPL Financial in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. She worked at Ameriprise from 2000 to 2013 before joining LPL Financial, where she has been since 2013. 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.

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

Series 66

St. Petersburg, FL

LPL Financial

Carolyn Bradshaw is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at LPL Financial since 2021, following seven years at Raymond James Financial Services Advisors and four years at UBS Financial Services. Prior to that, she was with Citigroup Global Markets for one year. 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.

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