Montville, NJ Office

Chang Lee is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has previously worked with firms including IC Advisory Services Inc., The Investment Center Inc., Mass Mutual Investors Services, and Raymond James Financial Services Advisors Inc. Lee also operates a tax preparation and accounting service in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 supported by model portfolios, research, and advanced technology solutions.

Roger Moss is a financial advisor with LPL Financial in Montville, NJ, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc before joining LPL Financial. In addition to his advisory role, Moss is involved in tax preparation and accounting through Mileto Tax Prep. LPL Financial serves individual and institutional clients nationwide, offering a range of financial planning, advisory programs, and retirement plan consulting. The firm provides discretionary and non-discretionary management with access to model portfolios and research, supporting diversified and alternative investment strategies.

Knut Lundberg is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with firms including Ic Advisory Services Inc, The Investment Center Inc, Factius Financial Strategies, and Commonwealth Financial Network. Outside of his financial advisory work, Lundberg serves as a board member of the Swiss SkiClub of New York. 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, combining discretionary and non-discretionary management with research-supported model portfolios and diversified investment strategies.

Lawrence Marciano III is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc., The Investment Center Inc, and IC Advisory Services Inc. He is involved with Prestige Family Wealth Advisors, providing tax preparation and accounting services related to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Chris Plechy is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services Inc and The Investment Center Inc for eight years and at Ameriprise Financial Services, Inc. for two years. He is also involved in tax preparation through Prestige Family Wealth Advisors and owns a consulting business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by research and model portfolios.

Robert Gude is a financial advisor with LPL Financial in Montville, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., The Investment Center, Inc., and IC Advisory Services, Inc. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

John Lederer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he spent 11 years at Oppenheimer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management approaches.

Lynn Liaskos is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2025, she worked at IC Advisory Services Inc and The Investment Center Inc from 2017 to 2025, and at Ameriprise Financial Services, Inc. from 2012 to 2017. 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 provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Antokal is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center Inc for nine years. Antokal serves on the board of the Rotary Club of Park Ridge, NJ. 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 consulting, and brokerage services with access to model portfolios, research, and various management options.