Lexington, MA 33 Bedford St Office

Jennifer Mccarthy is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2021, she worked at Horizon Wealth Partners, Inc., Christopher Pazienza, various insurance carriers, and Waddell & Reed, Inc. Outside of her advisory role, she has involvement in a business entity for tax and investment purposes. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non‑discretionary management supported by research, model portfolios, and technology-driven strategies.

Nicholas Avola is a CFP® certificant with four years of industry experience, currently advising clients at LPL Financial. His prior roles include positions at RBC Capital Markets, First Republic Securities Company, JP Morgan Chase, and Federated Hermes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide 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 proprietary and third-party research.

Katrina Graves is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at Ocean Spray Cranberries, Inc. for ten years. Outside of her advisory role, she operates a travel blog called Brown Bag Traveler. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, various advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, supported by multiple research sources and model portfolios.

Patrick Carpenter is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Horizon Wealth Partners, Inc. and Waddell & Reed, Inc. for over a decade. Outside of advising, he holds a notary public role and is involved with various insurance agencies as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by research and a variety of investment strategies.

John Bullock is a financial advisor with LPL Financial in Lexington, MA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at Horizon Wealth Partners, Waddell & Reed, Baystate Financial, and several other firms. He is involved with Memento Mori Corporation of America, a business entity he manages for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.