David Willmott III is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Joseph Stone Capital. Prior to his financial services career, he held positions in various organizations including Skate Safe America and Parks and Recreation of Southampton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management strategies.

Corinne Heaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 26 years of industry experience. She worked at RBC Capital Markets Corporation for 13 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, employing both discretionary and non-discretionary management approaches.

Nancy Kayekirsch is a financial advisor with LPL Financial who holds a Series 63 designation and has 39 years of industry experience. She has been associated with Sound View Financial Services and LPL Financial since 2006. She provides financial planning and consulting services through Sound View Financial Services, an independent registered investment advisor firm. Additionally, she serves in a fiduciary capacity for supplemental needs trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory, and retirement plan consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Brian Nydegger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at RBC Dain Rauscher Inc. for 19 years before joining LPL Financial in 2021. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Kateryna Skliarenko is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Point 32 Investment Partners, Bank of America Private Bank, Merrill Lynch, and other firms. 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, financial planning, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management options.