Clifton Park, NY Office

George Marshall is a financial advisor at LPL Financial with 38 years of industry experience. He previously spent 23 years at Next Financial Group, Inc. In addition to his advisory work, he serves as a FINRA arbitrator. 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 investment solutions, including financial planning, model portfolio programs, and third-party asset management, supported by research and operational tools.

Melissa Smolen is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Ameriprise for two years and has been with LPL Financial since 2023. Outside of her advisory role, she is involved with Prive Boutique Salon & Spa in Clifton Park, NY. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Roy Casper is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., PRINCOR, UNUM Provident Mutual, Guardian Life Insurance, and Specific Solutions. Casper is also involved in non-variable insurance activities through UNUM Provident Mutual, Guardian Life Insurance, and Specific Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment services, including model portfolios, third-party management, and institutional platforms, supported by advanced operational tools.

Jacqueline Marshall is a Series 66 credentialed financial advisor with 42 years of industry experience. She has been with LPL Financial since 2025 and previously worked for Next Financial Group, Inc. for 23 years. Outside of her advisory work, she serves as a FINRA arbitrator and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with various investment programs and technology tools while overseeing substantial discretionary assets across a large advisor base.

Anthony Di Pace is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, KeyBank, and Citizen's Bank. He is currently based in Clifton Park, NY. 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, supported by a large network of investment adviser representatives.

Todd Smolen is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. In addition to his advisory role, he is involved in tax preparation and accounting through Smolen Wealth Management Group 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a diverse suite of non-advisory financial products.