Lake Oswego, OR 5200 Meadows Rd. Office

Ladd Mckittrick is a financial advisor with LPL Financial based in Lake Oswego, Oregon. He holds Series 63 and Series 66 credentials and has 29 years of industry experience, including 17 years with LPL Financial. Outside of his advisory role, he operates a DBA called MCK Financial Services. 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 portfolio programs, third-party asset management, and institutional platforms.

Robert Kennedy is a financial advisor with LPL Financial in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Pride Financial Partners and Woodbury Financial Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Chase Morinaka is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has been involved with Morinaka Schworm, LLC since 2012, where he also provides legal services. Morinaka is a notary in Portland, OR, performing related duties occasionally outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports its advisors with various investment strategies and operational tools while maintaining significant non-advisory financial activities.

Ryan Trout is a financial advisor with LPL Financial in Lake Oswego, OR, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for eight years and has a background at the Packaging Corporation of America. 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 investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Isaac Samsa is a financial advisor with LPL Financial in Lake Oswego, Oregon, holding a Series 66 designation and 17 years of industry experience. He previously worked at Woodbury Financial Services and Signator Investors. Samsa has been involved in non-variable insurance activities related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing a broad network of investment adviser representatives.

Daniel Prentice is a financial advisor at LPL Financial with 36 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. His career includes roles at Capital Analysts, Lincoln Investment, The Leaders Group Inc, Vanderbilt Securities, KMS Financial Services, and Columbia Benefit Consulting. He is also associated with Columbia Benefit, operating alongside his LPL business activities. 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, with services delivered by a large network of investment adviser representatives using a range of investment strategies and technology tools.