Cranberry Twp, PA Mackenzie Way Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

5

Of 22,678 advisors across 10,430 offices

Location

2009 Mackenzie Way, Suite 100, Office 175

Cranberry Twp PA 16066

Advisors at this office

5

Advisors at this office

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Joaquin L

Series 63

Cranberry Twp, PA

LPL Financial

Joaquin Lopez is a financial advisor with LPL Financial based in Cranberry Township, PA, holding a Series 63 designation and bringing 26 years of industry experience. He previously spent 23 years with Lincoln Investments before joining LPL Financial in 2023. Outside of his advisory role, Lopez is involved in selling fixed-term and universal life insurance products through a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Paul H

Series 63, Series 65

Cranberry Township, PA

LPL Financial

Paul Horan Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at MML Investors Services and MassMutual and has been involved with NCG Benefits since 2008. 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 model portfolios, third-party subadvisors, and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)
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Landon O

Series 66

Cranberry Township, PA

LPL Financial

Landon Oddono is a financial advisor with LPL Financial based in Cranberry Township, PA. He holds a Series 66 designation and has six years of industry experience. His prior work history includes roles at Erie Golf Course, Penn Stater Hotel, Junior Achievement of Western Pa, and Sbarro. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Crey K

Series 66

Cranberry Township, PA

LPL Financial

Crey Keitzer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at LPL Financial since 2013 and was associated with Stratos Wealth Partners from 2015 to 2025. Keitzer has been involved in multiple investment-related business activities affiliated with LPL over the years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
user avatar

Casey C

Series 63, Series 65

Cranberry Township, PA

LPL Financial

Casey Craig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Mass Mutual Investors Services and Massmutual from 2015 to 2019. He is also the owner of Highlander Sports LLC, a non-investment-related business based in Washington, DC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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