Berwyn, PA Westlakes Dr Office

Stephen Balen is a financial advisor with LPL Financial, holding a Series 63 designation and over 46 years of industry experience. He previously worked at Boenning & Scattergood, Inc. for 19 years before joining LPL Financial in 2023. Outside of finance, he is involved in show dog breeding. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by technology and serves over 22,800 advisors with oversight of more than $819 billion in discretionary assets.

Jan Carr is a financial advisor with LPL Financial, holding a CFP® designation and a Series 63 license, and has 42 years of industry experience. Prior to joining LPL Financial, he worked at Boenning & Scattergood for 15 years and Uvest Financial Services Group, Inc. for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management programs supported by a combination of proprietary research and third-party strategies.

Julie Bickel is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior experience includes 15 years at Boenning & Scattergood, Inc. and multiple years at Dearden, Maguire, Weaver & Barrett, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment strategies including model portfolios, third-party asset management, and institutional platforms, supported by technological tools for operational and research purposes.

Martin Patrick D'Amico is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Boenning & Scattergood for seven years. Outside of his financial advisory role, he is a business owner of Cigars Unlimited, 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Alexander Boyer is a financial advisor at LPL Financial with 20 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Boenning & Scattergood Inc for 17 years before joining LPL Financial. Boyer serves in a fiduciary capacity for charitable trusts and foundations in Pittsburgh, Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of portfolio management options, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Andrew Maddaloni is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at Boenning & Scattergood and Janney Montgomery Scott. 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 and brokerage services, including financial planning and access to third-party asset management, and supports advisors with a variety of investment strategies and operational tools.

Brian McGrath is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Boenning & Scattergood, Robert Baird & Co., and Wells Fargo Clearing. 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 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 over 22,800 advisors.

Harold Scattergood Jr. is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and 55 years of industry experience. He spent 53 years at Boenning & Scattergood, Inc. before joining LPL Financial in 2023. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Daniel Nyiri is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Boenning & Scattergood, Inc. and RBC Capital Markets. 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, using various investment strategies and technology tools to support its extensive network of investment adviser representatives.

James Corts Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 60 years of industry experience. He was with Boenning & Scattergood, Inc. for 57 years before joining LPL Financial in 2023. He also acts in a fiduciary capacity for a trust unrelated to investment activities. 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 portfolio programs, third-party asset management, and institutional platforms.

Lisa Schaub is a financial advisor with LPL Financial in Berwyn, PA, holding a Series 63 designation and bringing 39 years of industry experience. She previously worked for Boenning & Scattergood Inc. for 15 years. Outside of her advisory role, she is also a notary. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Waterman is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, Boenning & Scattergood, and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Philip Baldassari is a CFA® charterholder and holds a Series 63 license, with 46 years of experience in the financial industry. He has worked at LPL Financial since 2023 and previously spent 14 years at Boenning & Scattergood Inc and two years at Uvest Financial Services Group, Inc. 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, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Joel Feldman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Boenning & Scattergood, Inc., Raymond James & Associates, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, access to third-party asset management, retirement advice, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

John Durkan is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 designation and previously worked at Boenning & Scattergood Inc for 11 years before joining LPL Financial in 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.