Marriottsville, MD Warwick Way Office

Namita Kathuria is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, she has been involved with Krav Maga Maryland and Peacock SkinCare. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

James Adair III is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2002 to 2019 before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both model portfolios and customized strategies.

Christin Shifflett is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has held previous roles at Lord Abbett Distribution and 24 Hour Fitness. Outside of her advisory practice, she owns and operates several children’s fitness centers in Maryland. 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Patrick Gibbons is a financial advisor with LPL Financial, holding a Series 66 credential and over 23 years of industry experience. Prior to joining LPL Financial in 2019, he spent 16 years at Northwestern Mutual in various capacities including wealth and investment management. He serves as finance committee chairperson for Emory Church and is a board member of the Construction Finance Association, both nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced operational tools and manages over $819 billion in discretionary assets.