Lesley Rathbun is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for six years. Rathbun has also spent time at LinkedIn and took a year for extended travel in 2019. 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 through a large network of investment adviser representatives, utilizing various investment strategies and operational tools to support client accounts.

Joseph Kolad is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Based in Winter Haven, FL, he joined LPL Financial in 2026. 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.

Douglas Rathbun is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years and Cisco Systems for three years. Rathbun is based in Winter Haven, Florida. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and significant discretionary assets under management.

Thomas Oldt is a financial advisor with LPL Financial in Winter Haven, Florida, holding a Series 63 designation and over 32 years of industry experience. His career includes prior roles at Cetera Advisor Networks, Summit Financial Group, and FFP Advisory Services. Outside of his advisory work, Oldt serves as a FINRA arbitrator and contributes as a part-time columnist for The Ledger in Lakeland, Florida. 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 portfolio management services, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.