Mt. Laurel, NJ Atrium Way Office

Eric Allen is a CFP® professional with 12 years of experience in the financial advisory industry. He is currently affiliated with LPL Financial and has held various roles at several firms, including Generation Capital Group LLC and Regional Investment Advisors, LLC. 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, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Matthew Vance is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Rutgers University-Camden and Top Golf. 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 a broad range of advisory programs and services, including discretionary and non-discretionary management supported by in-house and third-party research.

Anthony Capri is a financial advisor at LPL Financial with 32 years of industry experience. Prior to joining LPL Financial in 2023, he spent a decade at Morgan Stanley in various roles including Morgan Stanley Private Bank, N.A. Capri is registered with Series 63 and Series 65 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by proprietary research and third-party subadvisors.

Douglas Frank is a financial advisor at LPL Financial with 8 years of industry experience. He has worked at LPL Financial since 2010 across two separate periods and has prior experience with Ameriprise Financial, Gladstone Wealth Partners, and Elite Consulting. He is registered with the Series 66 and Series 63 credentials and operates out of Mt. Laurel, NJ. Outside of his advisory work, he maintains a small business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a wide range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Calvin Williams is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Rowan University. Outside of his advisory role, he owns a landscaping company, Millponds Property Services, based in Williamstown, 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. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Michael Jett is a financial advisor with LPL Financial based in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2023, and has additional experience at Merrill Lynch and Gannett. 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 through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kevin Frank is a financial advisor with LPL Financial in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Safe Harbor Distribution LLC, Pine Valley Investments LLC, Elite Consulting Partners LLC, Cetera Adviser Networks LLC, and Allianz Life Financial Services LLC. 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, and provides model portfolios and research to support diversified investment strategies.

Michael Elchoness is a CFP® with 16 years of industry experience and is currently affiliated with LPL Financial. He has held roles at PNC Investments, Shrewsbury River Capital, and Your Choice Home Care, where he serves as Senior Vice President of Community Relations. He is also the owner of Bluma Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and utilizes research-driven investment strategies supported by both proprietary and third-party resources.