Annapolis, MD 1000 Bestgate Rd Office

John Nistler is a financial advisor at LPL Financial with 20 years of industry experience. He holds the ChFC® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Advisors from 2005 to 2024. Outside of advisory work, he is the owner of John R Nistler LLC, a business entity for tax and investment purposes. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Osborne Christensen Jr. is a financial advisor at LPL Financial with 48 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 49 years. Outside of his advisory work, he is involved with Delmarva Senior Care, a non-investment-related employment. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad range of non-advisory financial activities.

Joseph Codd is a CFP®-credentialed financial advisor with five years of industry experience, currently with LPL Financial since 2024. He previously worked with Lincoln Financial Advisors and Towne Park LLC, among other firms. 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 variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform that combines advanced technology with extensive scale.

Steven Filo is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at WellS Fargo, VALIC Financial Advisors, Agia, and Lincoln Financial Advisors prior to joining LPL Financial. Outside of his advisory role, he is involved with a real estate rental activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mackenzie Watson is a CFP®-certified financial advisor at LPL Financial with five years of industry experience. Prior to joining LPL Financial in 2024, Watson worked at Charter Financial Group and held roles at Uber Inc., RZIM, SunTrust Inc., and the University of Maryland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services with flexible investment strategies and various institutional platforms.

Elizabeth Liechty is a financial advisor at LPL Financial with 27 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 25 years before joining LPL Financial in 2024. Outside of her advisory role, she is involved in authoring and publishing children’s books through her publishing company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Patriarca is a CFP® professional with 10 years of industry experience, currently associated with LPL Financial. His career includes roles at Cetera Investment Services, First National Bank of PA, Wells Fargo Clearing Services, and several other financial institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes technology tools to support its advisors while overseeing over $819 billion in discretionary assets across more than 22,800 advisors.

Jeffrey Furniss is a financial advisor with LPL Financial based in Annapolis, MD, holding a Series 66 license and 21 years of industry experience. He was previously with Lincoln Financial Advisors Corp for 20 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with several business entities unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Robert Dailey is a financial advisor with LPL Financial in Annapolis, MD, holding a Series 66 designation and 12 years of industry experience. He previously worked at AGIA and Valic Financial Advisors. Outside of advisory work, he is involved with non-securities insurance products through an agent role at AGIA. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad non-advisory financial services network.