Rockville, MD Office

Kenneth Greenwood is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior roles include positions at Brookstone Capital Management, Cambridge Investment Research, and SunTrust Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio strategies and advisor support tools, and oversees more than $819 billion in discretionary assets.

Stephanie Yoingco is a financial advisor with LPL Financial in Rockville, MD, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial, she worked at firms including MML Investors Services, MassMutual Life Insurance, Waterford Wealth Management, and PNC Wealth Management. Outside of her advisory role, she is employed as a server in the hospitality industry. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

Sean Cable is a financial advisor at LPL Financial with a Series 66 designation and 21 years of industry experience. His prior roles include positions at Graham Holdings Company, Grove Point Investments, H Beck, CITIGROUP, PNC Wealth Management, United Brokerage Services, and A.G. Edwards & Sons. Outside of his advisory work, he volunteers as an elections officer with the Prince William County Elections Board and works as a bartender. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Ryan Mcgonigal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of financial planning, advisory, and brokerage services with a diverse suite of investment strategies and operational support tools.

Rolf Winch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, The Compensation Design Companies, and H. Beck, Inc. Outside of his advisory duties, he has a longstanding involvement with Lifetime Financial Partners, engaged in related financial and insurance activities. 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 management services, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

James Liaw is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Ameriprise Financial Services, Inc. Outside of advising, he is involved with Marketforce Mystery Shop, a non-investment-related business activity. 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, third-party asset management, and institutional platforms, supported by technology tools and extensive non-advisory financial services.

Joseph Dunn Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 35 years of industry experience. His prior experience includes 28 years at H. Beck, Inc. and four years at Grove Point Investments and Grove Point Advisors. He also owns a non-variable insurance business with both investment-related and non-investment-related activities. 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, third-party asset management, and institutional platforms.

James Deligianis is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 22 years of industry experience. His career includes roles at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and MSI Financial Services. He is also an insurance agent with Midland National. 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, third-party asset management, and institutional platforms.