Carmel, IN 11611 N Meridian St Office

Jason Guffey is a financial advisor with LPL Financial in Carmel, IN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Connectivity Source and in the restaurant industry with Pizza King and Pizza Hut of Fort Wayne. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

Jack Davidson is a financial advisor at LPL Financial in Carmel, IN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Blumberg Wealth Advisors, Pneuma Media, and Ballarat Miners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Alan Pumphrey is a financial advisor with LPL Financial and holds the Series 63 designation. He has 42 years of industry experience, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 plan consulting, utilizing model portfolios and research from internal and third-party sources.

Joseph Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, incorporating discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Bruce Blumberg is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2009 to 2016. He serves as a court-appointed freeholder for the Circuit Court of Hamilton County, Indiana. 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 and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.