Manasquan, NJ Route 34 Office

David Scureman is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent eight years at Wells Fargo Advisors. Outside of his advisory role, he is a co-owner of Freedom Financial Partners, LLC, a non-investment-related business. 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 a wide range of financial planning and advisory services, leveraging model portfolios, third-party research, and various investment strategies.

Jonathan Shippee is a financial advisor with LPL Financial based in Manasquan, NJ, holding a Series 66 credential and having 11 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining LPL Financial in 2024. 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 financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Victoria Collins is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Merrill. Her prior experience includes a 23-year tenure at Merrill before joining her current firm. 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 supported by model portfolios, research, and various investment strategies.

Carlie Zeidler is a financial advisor with LPL Financial in Manasquan, NJ, holding a Series 66 credential and beginning her advisory career in 2025. Her background includes roles in education at Monmouth University and Point Pleasant Borough School District, as well as experience in legal and legislative positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Kenneth Roberts is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Wells Fargo Advisors from 2016 to 2024. Roberts also operates the Roberts Financial Group, a business entity used for tax and investment purposes. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services delivered through a large national network of investment adviser representatives.