Charlotte, NC Office

Roman Moriarty is a CFP® professional with four years of industry experience, currently associated with LPL Financial in Charlotte, NC. His background includes roles at Ameriprise, UBS Financial Services, and The Vanguard Group. Outside of finance, he operates a small business selling car stickers and works as a model. 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, utilizing both proprietary and third-party strategies across various asset classes.

David Huseby II is a financial advisor at LPL Financial in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Householder Group from 2019 to 2023 and at Firestone Complete Auto Care from 2016 to 2019. 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 other institutions. The firm provides a range of financial planning and investment management solutions through its network of investment adviser representatives.

Patrick Powers is a CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with professional and community organizations such as BNI Professional Connections and the Rotary Club of Ballantyne, where he has served as speaker coordinator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial products.

Thomas Newbrey is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2009, following prior roles with Banc of America Investment Services and Citigroup Global Markets. His other business activities include operating a business entity, TRN Asset Mgt, for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by adviser-facing tools and a broad mix of financial activities.

Patrick Barnett is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He has prior experience at VOYA Financial Advisors, Cetera Wealth Services, and Equitable Advisors. Barnett also has involvement in a business entity related to investment services. 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 financial planning and portfolio management options, utilizing various strategies and advisor support tools.

Matthew Mowrer is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes five years at Fisher Investments and two years previously at LPL Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technologies.

Cameron Yusko is a financial advisor at LPL Financial in Charlotte, NC, with nine years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Sii. 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, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Thomas Freisen is a CFP®-certified financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Clearing Services, RHI General Group, and Triton Financial Planning Group. 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, third‑party asset management, and institutional platforms, supporting over 22,800 advisors with more than $819 billion in discretionary assets.

Alexian Gomberg is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at MSI Financial Services, Wells Fargo Investments, and Ameriprise. Gomberg has been affiliated with LPL Financial in various capacities since 2005. 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 through its network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies with a broad investment approach and operational support tools.

Todd Davis is a financial advisor at LPL Financial with 11 years of industry experience and a Series 66 designation. He previously worked at PNC Investments, Kalos Management, Kalos Capital, and Edward Jones. 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, and institutional platforms.

Jon Riley is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with LPL Financial since 2004. He previously worked at Equitable Advisors for one year. His other business activity includes operating Endeavor Wealth Management in Charlotte, NC. 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, utilizing various investment strategies and technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Franklin Borders is a financial advisor with LPL Financial based in Charlotte, NC. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. Borders has worked at LPL Financial since 2015, with prior experience at Commonwealth Financial Network and C.F. Parks, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Arianna Pannarale is a CFP® professional affiliated with LPL Financial in Charlotte, NC, with three years of industry experience. She has worked previously with Vanguard and Vinci Enterprises Inc LLC. Outside of her advisory work, she provides pet sitting and walking services under a contract with Rover. 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 financial planning and investment management services through a large network of advisors and utilizes various strategic, tactical, and alternative investment approaches.

Eric Vetack is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes positions at Merrill and Citigroup Global Markets. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Schmidt is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 63 designation and bringing 50 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advanced operational and research tools.