Peter Cowen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Voya Financial Advisors and CFP Associates LLC. In addition to his advisory work, he owns a tax preparation and accounting business. 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 financial planning and advisory programs, as well as retirement plan consulting and brokerage services.

Frank Adams III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at VOYA Financial Advisors and co-owns CFP Associates, where he has been involved for over a decade. He also conducts business as a non-variable insurance agent, specializing in term insurance and fixed annuities. 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 wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL and third-party subadvisors.

Spencer Rogers is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte, Bryant, Morgan Stanley, and Times Microwave Systems. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Cameron Rice is a financial advisor with LPL Financial in Wallingford, CT, holding a Series 63 designation and 27 years of industry experience. He previously worked at Voya Financial Advisors for seven years before joining LPL Financial in 2021. Outside of his advisory role, Rice is also a licensed non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from various sources.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Voya Financial Advisory for seven years and has been with LPL Financial since 2021. Outside of his advisory role, he works as a substitute teacher at Grammer School in North Haven, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VOYA Financial Advisors for seven years before joining LPL Financial. Outside of his advisory role, Lassen is involved with Brokers Service Marketing Group, a non-variable insurance business. 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 retirement plan consulting through a national network of investment adviser representatives.