Bloomingdale, IL S Bloomingdale Road Office

Jennifer Gould is a CFP® professional with 24 years of industry experience. She is currently with LPL Financial and has previously worked at Wells Fargo Clearing Services LLC and BlackRock. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Gerardo Soriano is a financial advisor with LPL Financial in Bloomingdale, IL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Soriano is a licensed long-term care insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

David Kirkby is a financial advisor with LPL Financial in Bloomingdale, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 1999. In addition to his advisory role, he is involved in tax preparation and accounting through Kirkby, Phelan & Associates, CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Marybeth Moran is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and with 30 years of industry experience. She has been with LPL Financial since 1999. In addition to her advisory role, she serves as a for-profit board member of McHenry Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

John Bantug is a financial advisor with LPL Financial in Bloomingdale, IL, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is a partner in Capital Investors Group Holdings, LLC, a business entity not related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.