Sarasota, FL Office

Michael Kutch is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 credential and 13 years of industry experience. He previously worked at FSC Securities Corporation for eight years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in a non-variable insurance business and operates Seasons Financial Advisors, LLC. 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 portfolios, third-party asset management, and institutional platforms, with investment approaches that combine discretionary and non-discretionary strategies supported by LPL Research and third-party subadvisors.

Andrew Siegel is a financial advisor at LPL Financial in Sarasota, FL, holding a Series 66 designation with nine years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation. Siegel has also operated as a self-employed advisor since 2014. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

William Connington III is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 1997 and has a background in academia at Seton Hall University since 1990. Outside of his advisory role, he has been involved in non-variable insurance sales since 2003. 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 portfolio management services through a large network of advisors supported by advanced research tools and diversified investment strategies.

Jeffrey Davis is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at PKS Advisory Services, Purshe Kaplan Sterling Investments, and Michigan Securities. In addition to his advisory work, he serves as president and operations manager of PKS Advisory d/b/a Davis Brinks Wealth Management, focusing on investment, insurance advice, and comprehensive financial planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and diverse investment programs supported by advisor-facing technology, with a broad platform that includes insurance services and banking partnerships.

Nan Cohen is a CFP®-certified financial advisor with 32 years of industry experience. She currently works with LPL Financial and has held prior roles at Securities America Advisors Inc., Creekside Financial Advisors LLC, and Osaic FA, Inc. Cohen is co-owner of Creekside Financial Holdings, LLC, which serves non-investment business purposes. 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 model portfolios, third-party subadvisors, and customized strategies.

Thomas Mcdavitt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Commonwealth Financial Network for 26 years before joining LPL Financial in 2023. Mcdavitt is also involved in providing various insurance products including term life, whole life, and long-term care insurance through affiliated business 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 with access to model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools for advisors.

Ieva Navarro is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services for seven years and has experience in mortgage and loan origination. Navarro also operated a design business, Spintop Designs, for nine years. 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 and access to model portfolios and third-party asset managers, supported by advanced advisor tools but does not rely on them for client investment decisions.

John Strang is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Merrill, and Citigroup Global Markets. 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 services through a large network of advisors, utilizing model portfolios, third‑party subadvisors, and customized strategies.

Valerie Quartiere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services, MSI Financial Services, and MetLife Investment Fund Services. She is also involved with Walter Genuin USA in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports its network of investment adviser representatives with model portfolios, third-party asset management, and institutional platforms, combining extensive scale with integrated financial services.

Paul Carico is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and 27 years of experience in the industry. His prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, and MetLife Securities. Outside of his advisory work, Carico owns GatorTrails, a business operating recreational tours using rental vehicles within a local state park. 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 a large network of investment adviser representatives.

Gregory Eastman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, and Questar Asset Management. He is also a commissioned notary in the state of Maine. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of investment strategies.

Charles Pearson is a CFP® professional affiliated with LPL Financial in Sarasota, FL, with 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2007 and previously worked at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to 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 and utilizes various portfolio strategies and technology tools.

Donald Popovitch is a CFP® professional with 44 years of experience in the financial industry. He is currently affiliated with LPL Financial and has a long-standing history with Next Financial Group, Inc. and Popovitch & Associates. In addition to his advisory work, he maintains client insurance and annuity services without soliciting new business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment solutions, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

David Harper is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2021, he worked for FSC Securities Corporation for 12 years. Harper is involved in a business entity for tax and investment purposes outside of his advisory 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 portfolio management services delivered through a large network of advisors.

Marc Breuer is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Ameriprise Financial Services, Benjamin F. Edwards & Co, Morgan Stanley, and Citigroup Global Markets. He is also involved in managing Breuer Wealth Management as a DBA for his LPL business. 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 model portfolios, third-party subadvisors, and customized strategies.