David Ivancic is a CFP® professional with 20 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at SC Parker LLC and Cadaret, Grant & Co. He holds the Series 66 designation. LPL Financial is an 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and supporting various investment strategies.

Matthew Kapanek is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2025, he spent 18 years at Next Financial Group Inc. He is involved in a related non-variable insurance 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 advisory programs, financial planning, and retirement plan consulting with access to model portfolios, research, and various management services.

Evan Baskin Evans is a financial advisor at LPL Financial with 12 years of industry experience. He held roles at Cadaret, Grant & Co., Inc. and S.C. Parker & Co., Inc. before joining LPL Financial in 2025. Evans also maintains a business interest as a registered representative of SC Parker, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Gary Kokin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 43 years of industry experience. He has previously worked at NEXT Financial Group, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Kokin also manages Kokin Advisors Group, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Nathan Kross is a Series 66-licensed financial advisor with LPL Financial in Williamsville, NY, with one year of industry experience. Prior to joining LPL, he worked at Next Financial Group and Brand Name Depot, and has been affiliated with the University at Buffalo. Outside of his advisory role, he is the owner of Papas Pizza Oven and an author with Dancing Dragons LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment solutions.

Timothy Mcmahon is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for a total of 10 years and at Dibble & Miller P.C. for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Hahn is a CFP®-designated financial advisor with 29 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent 28 years at Cadaret, Grant & Co., Inc. He owns a construction company and a music-related business and is involved in local government in Williamsville, NY. 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 and advisory programs, including retirement plan consulting and model portfolio management, supported by both discretionary and non-discretionary strategies.

Michael Granica is a CFP® professional with 15 years of industry experience, currently advising clients at LPL Financial. His prior roles include positions at NEXT Financial Group, Nationwide Financial, and MassMutual. Granica is also involved in tax preparation and accounting, as well as property and casualty insurance through The Getzoni Agency, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Seth Greene is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2025, he spent 18 years at Next Financial Group Inc. He is also involved in podcasting and book authorship related to finance. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research from various sources.

Andrew Hahn is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for eight years and at Retirement Planning Associates & JKR & Co Inc. for one year. He is also involved in an entrepreneurial venture, Ultimate Creations Inc., which he has been associated with since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.