Phoenix, AZ Office

Jacob Somero is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Randstad, Inc. (Vanguard), and Arizona State University. Somero is based in Phoenix, AZ. 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.

Donald Magdon Jr. is a CFP® credentialed financial advisor with 38 years of industry experience, currently associated with LPL Financial since 2024. He previously worked at Lincoln Financial Advisors Corporation for nine years and Principal Financial Services for six years. Magdon also engages in fixed insurance sales as an agent. 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 portfolios, and access to third-party asset managers, supported by extensive technology tools and a broad non-advisory financial services platform.

Nicholas Thompson is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at CapFinancial Partners, LLC (CAPTRUST), Alpha Cubed Investments, LLC, and the Arizona State University Office of Planning & Budget. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by tools such as machine learning for research and operational support.

Stephen Riordan is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nine years at BMO Harris Financial Advisors and over two decades at M&I Brokerage 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 portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Genti Basha is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Edward Jones and USAA in various financial planning and insurance roles. In addition to his advisory work, Basha is involved with Great Synergy LLC, a non-investment related business based in Peoria, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging multiple investment approaches and technology tools to support client account management.

Michael Hefner is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2025. Prior to joining LPL, he was with Western International Securities, Inc. for 22 years and UBS Financial Services for 14 years. 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 financial planning and investment services, including model portfolio programs and third-party asset management, supported by advanced research and operational tools.

Umta Younadim is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining LPL Financial, Younadim worked at BMO Bank NA and The Vanguard Group, Inc. Outside of financial services, Younadim has been involved with Pranam Yogi LLC and Nite Out Entertainment LLC. 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, supported by technological tools and oversight of substantial discretionary assets.

William Wilkins Jr. is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2009. He previously worked at Merrill and Fidelity. Wilkins produces marketing videos and hosts a podcast through his Wilkins Wealth Management Group, and he also consults on tax preparation and insurance services. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michele Riordan is a financial advisor with LPL Financial in Phoenix, AZ. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining LPL Financial in 2003, she worked at Scarborough Capital Management, Inc. from 1998 to 2003. She operates a DBA, Riordan Investment Management, based in Scottsdale, AZ. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Kent Seacat is a financial advisor with LPL Financial based in Phoenix, AZ. He holds the CFP® designation and has 40 years of experience in the industry, including roles at BMO Harris Financial Advisors, PNC Managed Account Solutions, Chase Investment Services Corp., and Banc One Securities Corporation. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brittinie Saylor is a financial advisor at LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked at Ameriprise and Waddell & Reed among other firms. She is also a commissioned notary. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Sean Kennedy is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and has been involved with Trilogy Financial Services since 1999, where he also serves as a non-variable insurance agent. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Christopher Steele is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Ameriprise Financial Services, and Morgan Stanley. Based in Phoenix, AZ, Steele has worked across several major firms in his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Bates is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, J.P. Morgan Securities, and Securities America Advisors. He is based in Phoenix, AZ. 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 and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Matthew Neil is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Merrill. Based in Phoenix, AZ, he joined LPL Financial in 2024. 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, utilizing both proprietary and third-party strategies.