Chandler, AZ Office

Kyle Smith is a Series 66 licensed financial advisor with six years of experience at LPL Financial and Castle Investment Advisors. Prior to his career in finance, he served five years in the United States Marine Corps. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Ryan O'Neill is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Daniel Benzer is a Series 66-registered financial advisor with LPL Financial in Chandler, AZ, and has 17 years of industry experience. His prior roles include positions at First International Bank & Trust, Investment Centers of America, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a range of investment strategies and leveraging advanced research and operational tools.

Brian Jacobus is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at RBC Capital Markets, Key Investment Services LLC, and A.G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in several business ventures unrelated to investment management, including mortgage and real estate services and other business ownerships in Arizona. 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 broad range of advisory and brokerage services, utilizing various investment strategies and operational tools to support its extensive network of over 22,800 advisors.

Troy Ross is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of the West and U.S. Bancorp Advisors. 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.

George Varas is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Wells Fargo Investments and UBS Financial Services. Varas also serves as a FINRA arbitrator in investment-related matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial services.

Edgar Acosta is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His career includes roles at Morgan Stanley, Bank of America, Merrill, and Bank of The West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, portfolio programs, and institutional platforms.

David Robson is a financial advisor with LPL Financial in Chandler, Arizona, holding Series 63 and Series 65 licenses and with 30 years of industry experience. His prior work includes roles at BMO Harris, Wells Fargo Clearing, and Chase Investment Services Corp. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and operational tools.