Peoria, AZ W. Union Hills Dr. Office

Marcus Luckeneder is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 credential and 13 years of industry experience. He previously worked for Lincoln Financial Advisors from 2015 to 2023. Outside of advisory services, he is involved in product design and manufacturing with a home-based business called Profile 12. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Ryan Kidd is a financial advisor with LPL Financial based in Peoria, AZ. He holds the Series 66 designation and has 20 years of industry experience, including nine years at Lincoln Financial Advisors Corporation prior to joining LPL Financial in 2023. He is also the author of the book *The Art of Retiring Whole*. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Steffani Johnstone is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 credential and 11 years of industry experience. She previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory role, she is employed with DoorDash. 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 financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios, third-party research, and technology-driven strategies.

Andrew St.John is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years before joining LPL Financial in 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Kurt Oswald is a financial advisor with LPL Financial, holding a Series 66 license and bringing 25 years of industry experience. He previously worked at Lincoln Financial Advisors for eight years before joining LPL Financial in 2023. Outside of his advisory role, he participates in medical research testing studies. 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 various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Charles McGrath Jr. is a CFP®-certified advisor with 30 years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Lincoln Financial Advisors, Avantax Advisory Services, and a 22-year tenure at 1st Global Advisors. In addition to his advisory work, he is a practicing CPA, teaches virtual tax software classes, and serves as a soccer referee. 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 various advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and technology-driven solutions.

Brigham Montez is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. His prior work experience includes positions at Ferguson Enterprises, BYU-Idaho, In-N-Out, and Liberty High School. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

Dallin Montez is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he has experience in marketing and other industries, including roles at Validus Financial Associates, Ninefold Marketing, and Grit Marketing. Montez has also worked in pest control and the food service sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options, supported by research and model portfolios.