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Damian H

Series 65

Westminster, MD

LPL Financial

Damian Halstad is a financial advisor with LPL Financial in Westminster, MD, holding a Series 65 designation and 15 years of industry experience. He has been with LPL Financial since 2011 and also has over three decades of experience as an attorney at Hoffman, Comfort, Offutt & Scott, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

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

Series 66

Westminster, MD

LPL Financial

Nathan Spangler is a financial advisor with LPL Financial in Westminster, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Edward Jones and has a background that includes roles in communications and media. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

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

Series 66

Westminster, MD

LPL Financial

David Hemler is a Series 66-licensed financial advisor with LPL Financial in Westminster, MD, where he has worked since 2009. He has 26 years of industry experience, including prior roles at PNC Wealth Management, Mercantile Brokerage Services, Inc., and Raymond James Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, 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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Paul S

Series 66

Westminster, MD

LPL Financial

Paul Sorenson is a Series 66-licensed financial advisor with LPL Financial, based in Westminster, MD, and has eight years of industry experience. Prior to joining LPL in 2018, he was involved with the 58th Presidential Inaugural Committee and co-owned Gravel Springs Farms. He also co-owns a farming enterprise, Lowman and Sorenson Enterprises, LLC. 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 financial planning and investment solutions, including model portfolios, third-party asset management, 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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Timothy B

Series 66

Westminster, MD

LPL Financial

Timothy Beschner is a financial advisor with LPL Financial based in Westminster, MD. He holds a Series 66 designation and began his advisory career in 2025. His prior work includes several roles with Chapelgate Presbyterian Church and a position at Liberty University. Outside of his advisory role, he owns Besch Inc, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology and a broad non-advisory financial services platform.

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

CFP®, Series 63, Series 66

Westminster, MD

LPL Financial

Aaron Puckett is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor with LPL Financial since 2010. He previously worked at 1st Global Advisors Inc and Edward Jones. Outside of his advisory role, he operates a small farm, selling a limited number of steers annually. 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 variety of financial planning and investment management solutions supported by a large network of advisors and a broad platform of products and services.

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

Series 65

Westminster, MD

LPL Financial

Ryan Tuma is a financial advisor with LPL Financial based in Westminster, MD. He holds a Series 65 designation and has prior experience working at KPMG LLP and Tenable, among other roles. His current roles include positions at Puckett and Sturgill Wealth Management, Puckett and Sturgill Financial Group, and PFG Tax, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, 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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Jacob P

Series 66

Westminster, MD

LPL Financial

Jacob Puckett is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has prior work experience with Restoration Presbyterian Church and Princeville Presbyterian Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a range of advisory and non-advisory financial services.

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