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Gary B

Series 65, Series 63

Warren, PA

LPL Financial

Gary Barnes Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His prior roles include positions at Olewine Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, and Ameriprise Financial Services, Inc. He is also the owner of BBG Enterprises LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary and third-party strategies supported by advisor-facing tools.

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

Series 66, Series 63

Warren, PA

LPL Financial

David Dymond Jr. is a financial advisor with LPL Financial in Warren, PA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Northwest Bank and various athletic departments. 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 and model portfolio programs, supported by research 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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Miranda M

Series 63, Series 66

Warren, PA

LPL Financial

Miranda Munksgard is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at several firms including Northwest Bank, Ameriprise Financial Services, PNC Wealth Management, and Charles Schwab. Outside of her advisory role, Munksgard serves as the president of the Kiwanis International Jefferson DeFrees Family Center board and is a co-owner of Kepeli Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies through its network of advisors and integrates various operational and research tools while maintaining extensive non-advisory financial activities and partnerships.

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