Jonathan Whitehouse is a financial advisor with LPL Financial in Williston, Vermont. He holds Series 63, Series 65, and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Financial, he spent 12 years with Cuso Financial Services and has been with VSECU since 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice primarily through a large network of investment adviser representatives.

Owen Goldenbogen is a financial advisor with LPL Financial in Williston, VT. He holds the Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at EastRise Credit Union, Key Investment Services LLC, and Fidelity Investments. Outside of finance, he has experience in education and hospitality, including teaching positions at Parsons (The New School) and the Community College of Vermont, as well as involvement with AND Sons Hospitality Group. 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 other institutions. The firm offers a variety of financial planning and investment management solutions supported by both in-house research and third-party subadvisors.