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Calin G

Series 66

Winter Haven, FL

LPL Financial

Calin Gribbin is a financial advisor at LPL Financial with four years of industry experience and holds the Series 66 designation. His prior roles include positions at Allen & Company and Florida Southern College. 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 portfolio programs, and institutional platforms, supported by tools such as machine learning for research and operational assistance.

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

Series 66

Winter Haven, FL

LPL Financial

Lorin Bice is a financial advisor with LPL Financial in Winter Haven, FL, holding a Series 66 designation and 25 years of industry experience. He previously worked at Allen & Company of Florida, Inc. for 18 years and Morgan Stanley DW Inc. for three years. Outside of his advisory role, he is an owner, collector, and seller of artwork. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategic, tactical, and alternative investment options.

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

Series 66

Winter Haven, FL

LPL Financial

Kyle Cobia is a financial advisor with LPL Financial in Winter Haven, FL, holding a Series 66 credential and 14 years of industry experience. He has worked with LPL Financial since 2019 and Allen & Company of Florida, Inc. since 2012. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

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

Series 66

Winter Haven, FL

LPL Financial

Joshua Jordan is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. He has worked at LPL Financial since 2023 and serves as Marketing Director for Outdoor Professionals, a role unrelated to investment advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management solutions through a large network of advisors and emphasizes a broad platform that includes advisory, insurance, and banking partnerships.

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

Series 66

Winter Haven, FL

LPL Financial

Nathan Boston is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has been associated with Allen & Company and LPL Financial since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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

CFP®, Series 66

Winter Haven, FL

LPL Financial

Eric Greenhow is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial and previously spent 19 years at Allen & Company of Florida, Inc. Greenhow is also involved in property and casualty insurance through his own insurance-related business activities. 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 portfolio programs, 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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David B

Series 66

Winter Haven, FL

LPL Financial

David Butz is a financial advisor with LPL Financial, holding a Series 66 designation. He joined LPL Financial in 2025 and has prior experience that includes roles at Florida Southern College, Publix, and the Detroit Tigers. 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 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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