Napa, CA Lincoln Avenue Office

Kenneth Rode is a financial advisor with LPL Financial based in Napa, CA, with 18 years of industry experience including 17 years at G&J Seiberlich & Company LLP and one year at LPL Financial. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and technology-driven research.

Cynthia Autenreith is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Financial Engines Advisors L.L.C. and Charles Schwab. 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, and brokerage services supported by model portfolios and research from multiple sources.

Angela Denna is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has been affiliated with Financial Advocates Investment Management since 2015. Outside of her advisory work, she is also a notary public and is involved in a family trucking business. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Cordeiro is a financial advisor with LPL Financial based in Napa, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2015 and is involved in community organizations including Sunrise Rotary and Queen of the Valley Hospital. Outside of his advisory role, he owns BraKat Vineyards, selling grapes to a local winery. 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 offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology-driven investment solutions.

Michael Geitner is a financial advisor with LPL Financial in Napa, California. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Prior to joining LPL Financial in 2018, he worked at E*Trade Securities LLC and E*Trade Capital Management LLC. He is also involved with Vintage Wealth Advisors, an investment-related business associated with his LPL practice. 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, model portfolios, retirement consulting, and brokerage services.

Michael Murray is an advisor at LPL Financial based in Napa, CA. He holds a CPA designation and has 28 years of experience running Michael A. Murray, CPA, along with Napa Recycling & Waste Services. He joined LPL Financial in 2025. 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, and brokerage services, utilizing model portfolios, third-party research, and a variety of strategies.

James Dimarco is a financial advisor with LPL Financial in Napa, CA, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2015 and also spent a decade at Financial Advocates Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management options.

Grant Smith is a financial advisor with LPL Financial in Napa, California, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Oppenheimer & Co. Inc and Fidelity National Title. He also provides investment advisory services through Financial Advocates Investment Management, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services supported by research and model portfolio strategies.

Max Cluer is an advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Vintage Wealth Advisors and Renew Wealth Management. Outside of financial advising, he is involved with Top Hat Wine Tours. 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 supported by model portfolios, research, and various investment management options.