South Burlington, VT 1233 Shelburne Rd Office

Erin Tress is a CFP® professional with six years of industry experience, currently advising clients through LPL Financial. Her background includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Concord Wealth Management. Outside of her advisory work, she volunteers with the Volunteer Income Tax Assistance program and serves as a board member for a local condominium association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a wide network of advisors and technology tools.

Daniel Garza is a financial advisor at LPL Financial with Series 63 and Series 65 licenses. He has less than one year of industry experience. His prior roles include work in athletics marketing at Texas Christian University and involvement with the Younglife Youth Group. 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, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of strategic and tactical investment approaches.

Megan Flood is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has worked at LPL Financial since 2018, following prior roles at Lincoln Financial Securities and ALPS Holdings. Flood operates Flood Financial Services, Inc., a DBA related to her LPL business in South Burlington, Vermont. 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 services, combining model portfolios, third-party asset management, and institutional platforms.

Gregory Mclenithan is a financial advisor with LPL Financial who holds the CFP® and ChFC® designations and has 33 years of industry experience. He has worked at LPL Financial since 2009, with prior roles at Mutual Service Corporation, OSAIC Services, Inc., and American General Securities Incorporated. In addition to his advisory work, he operates a fixed insurance practice under the name Mclenithan Financial, dedicating about 20% of his time to this sole proprietorship. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm employs a variety of investment approaches through a large network of advisors and utilizes advanced tools for research and operational support while providing a broad platform that includes insurance, credit services, and institutional partnerships.

Bryan Deslauriers is a financial advisor with LPL Financial in South Burlington, VT, holding Series 63 and 66 licenses and 16 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and involvement with the St. Albans Town Educational Center. Outside of finance, he has been associated with the Vermont Expos Baseball Club for over two decades and serves as a selectman for the Town of St. Albans. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of services including financial planning, model portfolios, and institutional platforms. The firm supports its network of advisors with advanced research tools and provides advisory and brokerage services to individuals, retirement plan participants, banks, and trust companies.