Scottsdale, AZ 7373 E Doubletree Ranch Rd Office

Nathaniel Carlon is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for eight years before joining LPL Financial in 2023. Carlon is registered with Series 63, Series 65, and Series 66 licenses and is based in Scottsdale, AZ. Outside of his advisory role, he is involved with BMC Strategies, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.

Steven Douglass is a CFP®-designated financial advisor with 22 years of industry experience, currently affiliated with LPL Financial in Scottsdale, AZ. He has worked with LPL Financial since 2017 and is also associated with National Bank of Arizona. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bernard Ringer is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He worked at Merrill for 20 years before brief tenure at Bank of America in 2018 and joining LPL Financial later that year. Ringer operates a business entity, Bigg Wealth Management, affiliated with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives, utilizing both discretionary and non-discretionary management and supporting diversified and alternative investment strategies.

Margaret Paddock is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Her prior roles include positions at National Bank of Arizona, Old National Bank, Raymond James Financial Services, Desert Financial, and Wells Fargo. She also operated Paddock Development LLC for two years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jonathan Carlon is a financial advisor at LPL Financial in Scottsdale, AZ, holding a Series 66 license with four years of industry experience. Prior to joining LPL in 2023, he worked at Stifel, Nicolaus and Company, Inc. and has experience in the wine industry with FWS Distributors LLC and Quench Fine Wines. Outside of his advisory role, he is involved with The Twisted Tines in Mesa, AZ. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.