Scottsdale, AZ Office

Gail Waytena is a financial advisor with LPL Financial, holding a Series 66 license and 23 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Ameriprise in 2006. Outside of her advisory role, she serves as Marketing Director for Waytena & Associates LLC, a business entity unrelated to investment activities. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies with a broad platform that supports extensive non-advisory financial services.

David Altschuler is a financial advisor at LPL Financial with 47 years of industry experience. He holds the CFP® and ChFC® designations and has worked in the field since 1980, including a 27-year tenure at Cantella & Co., Inc. and involvement with IRAs and Keoghs since 1981. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Beamon is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2008, following a year at Raymond James Financial Services. Outside of advisory work, he serves as a director for Wayne B. Light Custom Jewelry, is a certified rider coach for TEAM Arizona Motorcycle Training, and acts as a trustee for The Rhonda Riva Trust. 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, model portfolios, third-party asset management, and retirement advice through a large network of investment adviser representatives, utilizing a range of investment strategies and operational tools.

Henry Krich is a financial advisor with LPL Financial in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services. He is also licensed as an insurance agent, selling fixed annuities, long-term care, disability, and life insurance. 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 a range of institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

James Meier is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Edward Jones and Sunamerica Retirement Markets, Inc. 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, model portfolio programs, and access to third-party asset management, supporting advisors with a range of discretionary and non-discretionary strategies.

William Millico is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. His prior firms include Global Retirement Partners, Cetera Wealth Services, Waddell & Reed, and LPL Financial, where he has been 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Scott Gerstein is a financial advisor with LPL Financial based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior roles at Linsco Private Ledger and Midsouth Capital, Inc. He also holds a JD from Chicago-Kent College of Law but is not a practicing attorney. 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 portfolio programs, third-party asset management, and institutional platforms.

William Lyness is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. His career includes roles at Bbva Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, COMPASS Bank, Wells Fargo Investments, Banc One Securities, and Chase Investment Services. He operates Lyness Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, portfolio programs, third-party asset management, and institutional platforms.

Nikki Seeger is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Sagepoint Financial, Charles Schwab, and Northwestern Mutual Investment Management. She has been with LPL Financial since 2019. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Donald Clark Jr. is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with LPL Financial since 2009. His prior roles include positions at Personal Financial Group and Sunamerica Securities, among others. Clark has authored investment-related books and maintains a minority interest in a family business, CFA Oil, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Cari Driscoll is a financial advisor at LPL Financial with 12 years of industry experience. She previously worked at Wells Fargo Bank, Wells Fargo Clearing, IC Advisory Services Inc, The Investment Center Inc, and Morgan Stanley. Outside of her advisory work, she is involved with @properties, a real estate and mortgage services business. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and an extensive network of investment adviser representatives.

Gregory Vacca is a financial advisor with LPL Financial based in Scottsdale, AZ, holding CFP® and Series 63 credentials and bringing 30 years of industry experience. His work history includes roles at SAFE Credit Union, Money Concepts Capital Corp., and Sorrento Pacific Financial, LLC. Outside of his advisory work, he serves as a trustee for the Los Ranchos Presbytery of the Presbyterian Church USA and is a board member for a homeowners association in Newport Coast, CA. 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 other institutions, offering a wide range of financial planning and investment solutions.

Stanley Milne is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has been with LPL Financial since 2005. Outside of advisory work, he manages a personal S corporation related to his LPL commissions. 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.

Julie Gebert is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. Her career includes prior roles at Cambridge Investment Research, First Financial Equity Corporation, and Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Christina Hughes is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2019. Her prior experience includes roles at Cetera Advisor Networks, Advisornet Wealth Management, and Cetera Wealth Services. She also holds notary credentials and is involved in non-variable insurance 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 wide range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational tools and a broad financial services platform.