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Danilo E

Series 63, Series 65

Wilmington, DE

LPL Financial

Danilo Ercole is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group for two years and has experience in various roles including self-employment and positions in the hospitality and education sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
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Robert G

ChFC®, Series 63

Wilmington, DE

LPL Financial

Robert Griesemer is a ChFC® designated advisor with 42 years of experience in the financial industry. He is currently with LPL Financial since 2022 and previously worked at Lincoln Financial Securities Corporation for 14 years. In addition to his advisory role, he owns a tax preparation and accounting business, Certified Consultants Inc. 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 investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management and model portfolios supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Emily W

CFP®, Series 63, Series 65

Wilmington, DE

LPL Financial

Emily Woodson is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, and previously spent 12 years at Lincoln Financial Securities. Outside of her advisory work, she is involved in managing Financial House Advisors, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Connor H

Series 66

Wilmington, DE

LPL Financial

Connor Hollick is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. His prior work includes roles at DealerFlex and Financial House, as well as teaching experience at Temple University. 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 representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Michaela K

Series 66

Wilmington, DE

LPL Financial

Michaela Kowatch is a Series 66-licensed financial advisor with six years of industry experience. She currently works at LPL Financial and previously held roles at Morgan Stanley Smith Barney LLC, Raymond James & Associates, and Wells Fargo Advisors Financial Network, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Gary U

CFP®, Series 66

Wilmington, DE

LPL Financial

Gary Ulrich Jr. is a CFP®-certified financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2022 and previously spent seven years at Lincoln Financial Securities Corporation. Ulrich also engages in investment-related activities through Financial House Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management options supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Joseph B

CFP®, Series 66

Wilmington, DE

LPL Financial

Joseph Biloon is a financial advisor at LPL Financial with over 26 years of industry experience. He holds the CFP® and Series 66 designations and has held roles at firms including Dean Witter Reynolds and Independent Advisers Group Corp. He is also the owner of CFC Inc., a company offering non-variable insurance products such as disability, fixed annuities, long-term care, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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