Sewickley, PA Office

Daniel Spencer is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and with 22 years of industry experience. He previously worked at Ameriprise and Fort Frederica Capital before joining LPL Financial in 2025. Outside of his advisory role, he is involved with the Pennsylvania Interscholastic Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and a variety of investment strategies.

Jarrett Watson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bristol Capital Management LLC, Alan Lancz & Associates, Creighton University, and Cavallino Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.