Scottsdale, AZ 11333 N Scottsdale Rd Office

Kevin Hostert is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience, currently serving with LPL Financial since 2023. He previously worked at Kestra Advisory Services, LLC and KESTRA Investment Services, LLC from 2016 to 2023, and Aspen Wealth from 2014 to 2023. Outside of his advisory role, he is involved with Watermark Wealth Planning, providing estate and trust services. 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 financial planning, asset management programs, and institutional platforms, utilizing a variety of investment strategies and tools across a large network of advisors.

Ronald Davies is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. His career includes prior roles at Kestra Advisory Services, Kestra Investment Services, and SII Investments. He is involved in estate planning services through a separate entity outside of his advisory work. 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, with advice delivered primarily through its extensive network of investment adviser representatives.

Jacob Cercone is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He previously worked at Kestra Advisory Services LLC, Kestra Investment Services LLC, and SII Investments, Inc. Outside of his advisory role, he is the business owner of Watermark Wealth Planning, LLC, which provides trust services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing a range of investment strategies.

Colin Fine is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at Kestra Advisory Services and Kestra Investment Services from 2021 to 2023 and was employed at Axon Enterprise from 2014 to 2021. He is also involved with Watermark Wealth Strategies LLC, a related business entity for his LPL practice. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Aaron Gordon is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory and Kestra Investment Services, LLC, as well as SII Investments, Inc. Outside of his advisory role, he is involved in several business ventures including Watermark Estate Planners, LLC and Watermark Tax Strategies. 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 solutions delivered through a large network of advisors, utilizing a variety of portfolio strategies and advisor-support tools.

James Bruce is a financial advisor at LPL Financial with 32 years of industry experience. He has held positions at Kestra Advisory, SII Investments, and Householder Group, Estate & Retirement Specialists. He is a Certified Legal Document Preparer (CLDP) and a notary public. 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 broad range of financial planning and investment management services supported by research and technology.

Tyler Brilinski Sr. is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory, Kestra Investment Services, SII Investments, and Householder Group, Estate & Retirement Specialists. He is also involved in estate planning through Watermark Wealth Planning, leveraging a Certified Legal Document Preparer certification. 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, including access to third-party asset managers and institutional platforms.

Danny Thomas is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Morgan Stanley, E*TRADE Securities, Kestra Advisory, SII Investments, and OSAIC Services. Outside of advisory work, he owns High Point Training LLC, where he coaches athletes in triathlon, swimming, running, and speed and agility disciplines. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Richard Liberante is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Kestra Advisory and SII Investments. Outside of advising, Liberante is a business owner selling bulk items on Amazon and an author of "Climbing Your Way to Wealth Investment." 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, model portfolio programs, and institutional platforms, utilizing a mix of discretionary and non-discretionary strategies supported by research and operational tools.

Mariah Hess is a financial advisor at LPL Financial based in Scottsdale, AZ. She holds a Series 66 designation and has been in the industry since 2023, with prior experience at Wealth Enhancement Group. Her background also includes positions at Arizona State University, 6Smith, and Mound Westonka High School. 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 supported by a large network of investment adviser representatives and utilizes various investment platforms and tools.