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Stephen M

Series 66

Voorhees, NJ

LPL Financial

Stephen Melchiorre is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Equitable Advisors, AXA Advisors, NYLIFE Securities, and New York Life 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 financial planning and investment management services, utilizing both proprietary and third-party 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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Sharon W

Series 63, Series 65

Voorhees, NJ

LPL Financial

Sharon Williams is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Financial, Williams worked at FS Investments and The Vanguard Group. She has also been involved in various roles at Haverford College and community organizations, including Special Olympics Delaware and the Boys and Girls Club of Delaware. 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 institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by technology tools and 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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Walter E

Series 63, Series 65, Series 66

Voorhees, NJ

LPL Financial

Walter Eife is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 25 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 13 years with Lincoln Financial Advisors and 5 years with VOYA Financial Advisors. Outside his advisory role, he is involved in local politics as treasurer for a campaign in Haddon Township, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies and 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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Willilam M

Series 63, Series 65

Voorhees, NJ

LPL Financial

William Mclaughlin IV is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Advisors Corp and Widerman & Company/Smith Brothers Insurance. 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 investment management solutions, including access to model portfolios, third-party asset managers, 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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Kevin G

Series 63, Series 65

Voorhees, NJ

LPL Financial

Kevin Gianfortune is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Hornor Townsend And Kent, Inc. Outside of his advisory duties, he is involved in several insurance-related business activities, including non-variable insurance sales and financial planning entities. 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 advanced operational tools and oversight of substantial 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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James O

Series 66

Voorhees, NJ

LPL Financial

James Owens is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Advisors Corporation and has diverse professional experience including roles at College Hunks Hauling Junk & Moving, Kohls Corporation, CVS Health, and in education. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a wide 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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