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Johan G

Series 63, Series 65

Stamford, CT

LPL Financial

Johan Gomez Hernandez is a financial advisor at LPL Financial with credentials including Series 63 and Series 65 licenses. He has been in the industry since 2026. Before joining LPL Financial, he worked with American Strategic Advisors and Cavalry Portfolio Services, and he has experience in education and local business ventures, including roles at the University of Connecticut and involvement with the Stamford Public Education Foundation and small businesses such as Ralph's Italian Ices and trap't Escape Room Adventures. 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 and model portfolio programs, supported by various 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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George B

Series 63, Series 66

Stamford, CT

LPL Financial

George Buck is a financial advisor with LPL Financial in Stamford, CT, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at HB Capital Partners from 2016 to 2018 before joining LPL Financial in 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, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

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

Series 63, Series 65

Stamford, CT

LPL Financial

Terence Barnett is a financial advisor with LPL Financial in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Ameriprise Financial Services, Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he is the author of an ebook titled *9 Simple Steps To Help*. 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, supported by technology tools and oversight of more than $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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Lucas M

Series 66

Stamford, CT

LPL Financial

Lucas Margenot is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equity Services Inc, Schnitzler Law, and Richard J Margenot 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and 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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Christopher A

Series 63, Series 65

Stamford, CT

LPL Financial

Christopher Aguele is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, following a four-year tenure at People's Securities, Inc. 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 broad 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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