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Patrick D

Series 66

Tampa, FL

LPL Financial

Patrick Doyle is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at AGIA and VALIC Financial Advisors. Outside of his advisory role, he is also involved as an agent offering non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing model portfolios and research from both internal and third-party sources.

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

Series 65

Tampa, FL

LPL Financial

Amanda Miller is a Series 65-licensed financial advisor with 17 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at Agia and Valic Financial Advisors. Outside of advisory services, she is a notary and operates investment-related business entities connected to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical investment approaches supported by in-house and third-party research.

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

Series 66

Tampa, FL

LPL Financial

Jaime Lewis is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2026, Jaime worked at Valic Financial Advisors for 13 years and at AGIA for 4 years. Jaime also holds an agent position involving non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, retirement consulting, and brokerage services, supported by proprietary and third-party research, offering both discretionary and non-discretionary management.

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

Series 63, Series 65

Tampa, FL

LPL Financial

Eric Maniaci is a financial advisor at LPL Financial in Tampa, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AGIA and Valic Financial Advisors. He is also involved with AGIA in a non-investment capacity related to insurance products. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

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

Series 66

Tampa, FL

LPL Financial

Carlos Moisa is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at VALIC Financial Advisors, Inc. for 10 years and AGIA for 4 years. Outside of his advisory role, he is involved with non-securities insurance products through his position as an agent with AGIA. 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 services, and brokerage solutions, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jonathan V

Series 66

Tampa, FL

LPL Financial

Jonathan Vila is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. He previously worked for Valic Financial Advisors for 15 years before joining LPL Financial in 2024. Outside of his advisory role, Vila is a member and owner of Flapjack Social, a pickleball social club in Atlanta, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Devin R

Series 66

Tampa, FL

LPL Financial

Devin Richard is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Agia and Valic Financial Advisors. Devin is involved with WealthFusion, Inc., a business entity focused on tax and investment purposes. 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. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Kent V

Series 65

Tampa, FL

LPL Financial

Kent Voges is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 65 designation and has previously worked at VALIC Financial Advisors for 28 years and Agia for four years. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Matthew R

Series 65, Series 63

Tampa, FL

LPL Financial

Matthew Roberts is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. His prior experience includes roles at VALIC Financial Advisors and Agia. Outside of his advisory work, he is an owner of the website facegrab.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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