Rockville, MD Towers Oaksk Blvd Office

Seth Meyers is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 credential and 19 years of industry experience. He has worked at firms including Grove Point Advisors, GEM Financial Services, and H. Beck, Inc. Outside of advisory roles, he owns Tower Oaks Testing LLC, a testing center. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and access to model portfolios and research from various sources.

Philip Meyers is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC, and Grove Point Investments for over three decades. In addition to his advisory work, Meyers is involved with Out Of The Cave Technology, an outside employment engagement unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network, utilizing both discretionary and non-discretionary management with access to extensive research and model portfolios.

Trinity Grall is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, Grall worked at H. Beck, Inc. for 23 years and has been associated with several firms including GEM Financial Services and Commonwealth Financial Network. Outside of advising, Grall is employed at Walden Country Club and serves on the Anne Arundel County Board of Elections. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.