Ponte Verda, FL Office

Benjamin Whitacre is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations, and has 21 years of industry experience. Prior to joining LPL Financial in 2019, he held various roles at Northwestern Mutual from 2006 to 2019. Whitacre is also a licensed mortgage loan officer involved with Wynn Point Mortgage LLC. 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 wide range of financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Margaret O'Meara is a CFP®-certified financial advisor with 30 years of industry experience, currently with LPL Financial in Ponte Vedra, FL. She has been with LPL Financial and its predecessor since 2004. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Aaron Kaiser is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved in landscaping through Hearty Oak Landscaping and has employment with A Harold and Associates, both unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and brokerage services supported by in-house and third-party research, employing both discretionary and non-discretionary management strategies.

Adam Callender is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Ryan Raynis is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and one year of industry experience. Before joining LPL Financial in 2025, he worked in various roles at technology companies including Databricks, Inc., Cyera, and Couchbase. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.