Bonita Springs, FL Office

Steven Dalton is a financial advisor with LPL Financial based in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, and his own firm, Dalton Strategic Investment Services. He serves as treasurer on the board of the nonprofit Bonita Beach Club Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives, offering a range of financial planning and asset management solutions.

Thomas Metzler is a ChFC®-designated financial advisor with 42 years of industry experience. He has worked at LPL Financial since 2023 and previously operated his own advisory business, Thomas R. Metzler, CLU, CHFC, while also being affiliated with Cadaret, Grant & Co., Inc. from 2004 to 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 a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Martin Schlissberg is a CFP® professional with over 51 years of experience in the financial industry. He has been with LPL Financial since 2005. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Philip Wieloch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Capital Financial Services, Inc., and operating his own firm, Phil Wieloch Financial, since 2002. He also owns insurance businesses serving senior clients in Connecticut and Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, leveraging both proprietary research and third-party strategies, supported by a large network of investment adviser representatives.

Robert Tornincaso is a financial advisor with LPL Financial based in Bonita Springs, FL, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes positions at Cetera, Glk Wealth Management, and Wamu Investments, among others. He also operates RJT Wealth Strategies, his own advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of investment options and utilizes technology tools for operational support, managing over $819 billion in discretionary assets through a large network of advisors.

William Sullivan is a CFP® professional with 33 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and Hunter Financial Advisors. He is based in Bonita Springs, Florida. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Steven Opdahl is a financial advisor with LPL Financial in Bonita Springs, FL, holding the PFS™ and Series 63 designations and possessing 22 years of industry experience. His prior roles include positions at H. Beck, Inc. and Grove Point Investments, LLC. 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 portfolio programs, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

William Tyler Jr. is a CFP® professional with over 40 years of experience in the financial services industry, currently affiliated with LPL Financial. He has been involved with LPL since 1998 and leads Tyler-Stone Wealth Management, LLC, an independent investment advisory firm he founded in 2015. Tyler has a longstanding career that includes work with Connecticut General Life Insurance Company dating back to 1984. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, and institutional clients through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting a variety of investment strategies and platforms.

Paul Ciecwierz is a financial advisor with LPL Financial in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Scarborough Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers diverse investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Fenwick Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at First Kentucky Securities Corporation for 19 years before joining LPL Financial in 2024. 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.