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Ryan O
CFP®, Series 63, Series 65
Yorkville, IL
LPL Financial
Ryan O'Connor is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Highpoint Planning Partners, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. He serves as a parish finance council board member for Saint Katharine Drexel Catholic Church. 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 institutions. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.
Mark L
Series 63, Series 65, Series 66
Yorkville, IL
LPL Financial
Mark Larson is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials and 36 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Bank of America, Merrill, Scottrade, TD Ameritrade, Optimum Investment Advisors, and Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Michael N
CFP®, Series 63, Series 65
Yorkville, IL
LPL Financial
Michael New is a CFP® professional with 28 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held positions at BMO Harris Financial Advisors, U.S. Bancorp Investments, Fifth Third Securities, and Banc of America Investment Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.
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