Naples, FL Office

Douglas Lockwood is a CFP®-certified financial advisor with 31 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Wells Fargo Advisors and Harbor Lights Financial Group, Inc. Lockwood is the sole owner of Lockwood Financial Group, a non-investment-related business entity. 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, third-party asset management, and institutional platforms.

Timothy Herbert is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked for Centaurus Financial, Inc. for 22 years before joining LPL Financial in 2019. He is also involved in T.G.H. Financial, a business entity related to tax and investment matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset management, and institutional platforms.

George Camberis is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with LPL Financial since 2012 and operates his own consulting and CPA business, providing tax preparation and planning services. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Grove is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide Insurance Company spanning over two decades. Outside of his advisory work, he serves as CEO of Liberty Grove Insurance Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and access to model portfolios, combining a large network of advisors with various investment platforms and operational support tools.

John Morris is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Merrill, and UBS Financial Services, as well as involvement with Tressons Properties LLC. He also worked at Our Lady of Mercy School for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Christine Mallul is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, and Sanctuary Securities, Inc. She is also the owner of CCM Services Inc., a non-investment-related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of strategic, tactical, and alternative investment options.

Robert Rood is a financial advisor with LPL Financial in Naples, Florida, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christi Staib is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked at LPL Financial since 2010, following prior roles at Merrill and Morgan Stanley DW Inc. Staib is also an author outside of her advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using a range of strategies and technology tools.

Philip Dannunzio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at Humor Resources LLC, Original Investment Family Limited Partnership, and other entrepreneurial and design-related ventures. He is also involved in business activities outside of finance, including art and jewelry design. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Bonevento is a CFP® and ChFC® with 32 years of industry experience. He currently works at LPL Financial and previously spent 25 years at Ameriprise Financial Services, Inc. Bonevento is also involved as a partner in Intellectual Insurance Services, where he contributes to collaboration and organizational strategy. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisory representatives with both proprietary and third-party investment strategies.

Bruce Graev is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 40 years of industry experience. He has worked at LPL Financial since 2015 and previously held roles at Guardian Life, Ameriprise, and Citigroup Global Markets. He is also an author and a licensed CPE presenter. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational and research tools.

Peter Cina is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has been with LPL Financial since 1993. Outside of his advisory role, he is involved in tutoring. 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 financial planning and investment management solutions through a large network of advisors, with a focus on diverse strategies and operational support tools.

Maria Sikora is a financial advisor with LPL Financial in Naples, FL, holding a Series 63 designation and 38 years of industry experience. She has worked with LPL Financial since 2005 and previously spent five years with Osaic FA, Inc. Maria also managed Tyler-Stone Wealth Management, LLC, an independent advisory firm, from 2015 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party managers, and custom strategies across multiple asset classes, supported by advanced research and operational tools.

Edward Gormley is a CFP® credentialed financial advisor with 36 years of industry experience. He has been with LPL Financial since 2020 and previously worked for SSN Advisory, Inc. and Securities Service Network from 2004 to 2020. He serves on the board of the Cumberland County Bar Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers various services including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Daniel Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has previously worked at Lincoln Financial Securities Corporation and VOYA Financial Advisors, Inc., and has been affiliated with Horizon Financial Advisors for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by a large network of investment adviser representatives and offers various investment strategies including model portfolios, third-party asset management, and institutional platforms.