Naples, FL 2315 Vanderbilt Beach Road Office

Ethan Stern is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Wealth Management, TD Bank, and the University of Florida. He also participates in user interview studies outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting supported by model portfolios, research, and various management approaches.

Manuel Espinosa is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Securities LLC, Merrill, and Bank of America. Espinosa is also associated with Flagstar Bank N.A. outside of his advisory role. 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 retirement consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies like machine learning.