Lakeland, FL 1401 South Florida Avenue Office

Chad Jones is a CFP®-designated financial advisor with LPL Financial, based in Lakeland, FL, and has 13 years of industry experience. He has been with LPL Financial since 2019 and also has a longstanding affiliation with Allen & Co since 2012. Outside of his advisory role, he owns Warrior Combat & Fitness LLC, a local gym offering martial arts and fitness programs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios from LPL and third-party providers.

John Madden is a financial advisor with LPL Financial based in Lakeland, FL, holding a Series 66 license and seven years of industry experience. He has been with LPL Financial and Allen & Company since 2019 and previously operated Madden Branded Goods from 2015 to 2018. LPL Financial is a SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and research from LPL Research.

Michael Wright is a CFP® professional with 26 years of industry experience, currently serving at LPL Financial since 2019. He has been associated with Allen & Company of Florida, LLC since 1999. Outside of advisory work, he owns several pool service businesses based in Lakeland, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cynthia Tysver is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and offering 27 years of industry experience. She has worked at LPL Financial since 2019 and has been associated with Allen & Company of Florida, Inc. since 2012. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Angel Lopez is a Certified Financial Planner® at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2019 and also maintains a role at Allen & Company of Florida, LLC, where he has been active since 2000. Outside of his advisory work, Lopez is involved in managing income-generating cattle and hunting land. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory services including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Kurt Elmhorst is a CFP® professional affiliated with LPL Financial, with 23 years of industry experience. He has worked at Allen & Company of Florida, Inc. since 2003 and joined LPL Financial in 2019. Elmhorst is also the owner of an insurance agency, 1401 Insurance Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Hammond is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and with 10 years of industry experience. He has worked with LPL Financial since 2019 and is also associated with Allen & Company of Florida, LLC. Outside of his advisory work, he is involved as a non-variable insurance agent and participates in investment-related survey activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Scott Sullivan is a financial advisor with LPL Financial based in Lakeland, FL. He holds a Series 66 designation and has five years of industry experience, including prior work at Airgas USA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Angela Smith is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at Allen & Co since 2014. Outside of her advisory work, she owns Charles Smith Trimming Inc, a home interior remodeling and bookkeeping business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Danielle Durham Chan Pong is a financial advisor with LPL Financial in Lakeland, FL, holding the Series 66 designation and possessing 11 years of industry experience. She has worked at LPL Financial since 2019 and has been with Allen & Co since 2014. Outside of her advisory role, she is involved in non-variable insurance activities through several firms, including OMS Insurance Group and Black Oak LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party sources.

Heather Newell is a financial advisor with LPL Financial in Lakeland, Florida, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with LPL Financial since 2019 and is also associated with Allen & Company of Florida since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party subadvisors.

Keith Henderson is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2019 and also maintains a role at Allen & Company of Florida, LLC since 2016. Henderson is involved in insurance sales as an agent through multiple related entities. 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 brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Albritton is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in educational roles at the University of Florida and Lakeland Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with options for discretionary and non-discretionary management.

Roland Martinez is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, Raymond James & Associates, UBS Financial Services, and Centene Corporation. Martinez is based in Lakeland, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients 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, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Josue Blanco Viquez is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Allen & Company, CPS Investment Advisors, Fisher Investments, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management.