Scottsdale, AZ N Frank Lloyd Wright Blv Office

Jessica Catalan is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 15 years of industry experience. She has worked at LPL Financial since 2021 and concurrently with Waddell and Reed, Inc. and various insurance carriers since 2010. Catalan is also a for-profit board member of BNI in Phoenix, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research and third-party model portfolios with discretionary and non-discretionary management options.

Hannah Brown is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked with LPL Financial since 2021 and previously was involved with YWCA professional advisory and young women's forum committees. Outside of financial advising, she serves as a substitute group fitness instructor at Mountainside Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by research and third-party subadvisors, providing both discretionary and non-discretionary management options.

Robert Kreischer is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His previous roles include positions at Ameriprise Financial Services and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources to support diversified investment strategies.

Scott Vineberg is a CFP® professional with 21 years of industry experience, currently serving clients through LPL Financial since 2020. His prior experience includes roles at Securities America Advisors, Securities America, SSN Advisory, and Securities Service Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and services supported by research and model portfolios, with both discretionary and non-discretionary management options.