Linden Thomas Advisory Services, LLC

Bradley Davis is a financial advisor with Linden Thomas Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including LPL Financial and Cogent Advisory Group, before joining Linden Thomas in 2022. Outside of his advisory role, he serves as a board member for LC Eldridge Sales Co., an industrial ventilation and acoustic control company. Linden Thomas Advisory Services, LLC manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm uses a globally diversified investment approach based on modern portfolio theory and offers both discretionary and non-discretionary services through various managed account platforms and proprietary index-enhanced portfolios.

Bryan Krakker is a financial advisor at Linden Thomas Advisory Services, LLC in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors Financial Network LLC for seven years before joining Linden Thomas in 2018. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm focuses on globally diversified asset allocations using modern portfolio theory and offers both discretionary and non-discretionary portfolio management through separately managed accounts and proprietary enhanced-index programs.

Nick Stockdale is a financial advisor at Linden Thomas Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, Inc and Adhesion Wealth. Outside of his advisory role, he owns RockBox Fitness, a franchise specializing in boxing-based fitness classes. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a diversified investment approach based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management through separately managed accounts and proprietary index programs.

Gavin Finnical is a CFP® professional with two years of industry experience, currently serving at Linden Thomas Advisory Services, LLC. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors, among others. Before entering financial services, he worked in brewing and hospitality industries. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach with globally diversified allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Zachary Ladowski is a financial advisor at Linden Thomas Advisory Services, LLC in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Station 31 Partners, Prosperity Life, and Civic Financial Services. Linden Thomas Advisory Services, LLC manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach grounded in modern portfolio theory and offers portfolio management, financial planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Jack Lawrence is a CFP® professional with recent experience at Linden Thomas Advisory Services, LLC and prior roles at West Financial Services and Sandy Spring Bank. He has worked in financial services since 2018 and is currently based in Charlotte, NC. Linden Thomas Advisory Services, LLC manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm’s investment approach is based on modern portfolio theory and includes proprietary index-enhanced portfolios and diversified strategies tailored to client tax and investment needs.

Stephen Thomas is a financial advisor with Linden Thomas Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at firms including Wells Fargo Advisors Financial Network LLC and currently leads Indexperts, LLC alongside his role at Linden Thomas Advisory Services. Linden Thomas Advisory Services provides wealth management, investment advisory, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach, offering both discretionary and non-discretionary management through separately managed accounts, proprietary enhanced-index portfolios, and passive index programs.

Luke Stenzel is a financial advisor with Linden Thomas Advisory Services, LLC based in Charlotte, NC. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles at Morris Jenkins, FedEx Express, and Roots Catering. Linden Thomas Advisory Services manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and offers a range of portfolio management and financial planning services.

Brandon Mcpherson is a CFA® charterholder with six years of industry experience. He is currently with Linden Thomas Advisory Services, LLC and has previously worked at Wells Fargo. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory approach with globally diversified asset allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Alexander Hill is a CFA® charterholder with 13 years of industry experience. He has worked at Linden Thomas Advisory Services, LLC since 2018 and previously spent three years at Wells Fargo Advisors. Hill holds Series 63 and Series 65 licenses. Linden Thomas Advisory Services, LLC manages approximately $1.77 billion and provides wealth management services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and offers proprietary index-enhanced portfolios, serving a large client base through both discretionary and non-discretionary programs.