Plantation, FL NW 4th St Office

Julius Pappas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, he is also active as a non-variable insurance agent. LPL Financial serves a broad range of clients—including individuals, retirement plans, and institutions—offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Jonathan Winn is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he works as a tax preparer for H&R Block and serves as a notary, among other business activities. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical models as well as various technologies to support its investment management.

Jim Casey is a CFP® professional affiliated with LPL Financial, based in Plantation, FL, with 32 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Gelbwaks Insurance Agency, referring clients for life, health, disability, and long-term health care insurance. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement consulting, and brokerage services, using both discretionary and non-discretionary management supported by in-house and third-party research.