Bend, OR Office

Corey Beucus is a financial advisor with LPL Financial in Bend, Oregon, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at U.S. Bancorp Investments, Inc. from 2006 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kevin Barr is a financial advisor with LPL Financial in Bend, Oregon, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at Facet Wealth and THE Vanguard Group, Inc. from 2013 to 2023. 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 supported by various investment strategies and tools, managing over $819 billion in discretionary assets with a network of more than 22,800 advisors.

Chris Carlberg is a financial advisor with LPL Financial in Bend, Oregon, holding a Series 66 license and nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for six years and spent two years at Scorpion Internet Marketing. Outside of financial advising, Carlberg is active as an artist, musician, and actor, including work with Walt Disney Studios. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Corey Janoff is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 16 years of industry experience. He previously worked at Cambridge Investment Research and related entities for 15 years. Outside of his advisory role, he is an independent insurance agent involved with multiple insurance companies. 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 investment programs and utilizes a combination of model portfolios, third-party subadvisors, and customized strategies.

Joseph Summers is a financial advisor with LPL Financial in Bend, Oregon, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial, he worked in real estate appraisal, including roles at Deschutes County and as a business owner of Aloha Real Estate & Appraisal. His background includes nearly a decade at Pacific Edge Appraisal and several years at OSAIC Services, Inc. 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 and access to third-party asset management, with a platform supporting both discretionary and non-discretionary investment strategies.

Brett Gillespie is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2013, following a year at MSI Financial Services, Inc. Gillespie operates the Gillespie Group Wealth Management and Gillespie Group LLC in connection with his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives and various operational tools.

Patrick Crook is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Commonwealth Financial Network and First Allied Securities, Inc. He operates his LPL-related activities through PLC Asset Management. 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, utilizing various investment strategies supported by advanced operational tools.

James Fox is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors and Securian Financial Services. Outside of his advisory role, he is involved with the Finity Group, LLC as an insurance agent and has participated as a sponsored competitive marksman. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a comprehensive range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of more than 22,800 advisors with a variety of investment approaches, including model portfolios, third-party subadvisors, and customized strategies, alongside an array of financial and credit services.

William Morris is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of advisory services, he is involved in a BBQ sauce distribution business, Rib Rack Distributing, LLC. 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 a large network of investment adviser representatives.

Jacob Paltzer Jr. is a financial advisor with LPL Financial in Bend, Oregon. He holds Series 63 and Series 66 designations and has 25 years of industry experience, including 17 years with LPL Financial. Outside of his advisory role, he operates Jake Paltzer Financial Services, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary and third-party investment strategies.

Preston Watts is a financial advisor with LPL Financial in Bend, Oregon, holding the ChFC® designation and Series 63 and 66 licenses. He has 29 years of industry experience and has previously worked at firms including U.S. Bancorp Advisors, Charles Schwab, Fidelity Investments, and JP Morgan Securities. Outside of his advisory role, he is a minister and business owner at Happy Trails Ministry, where he performs wedding services. 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 services through a large network of investment adviser representatives, utilizing various portfolio strategies and proprietary technology to support client account management.