South Windsor, CT Oakland Rd Office

Lawrence Agler is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His career includes roles at Securities America Advisors, National Planning Corporation, and Beacon Financial Group, where he has been active for over three decades. Outside of his advisory work, he owns Modern Insurance Solutions, LLC, and Beacon 401K Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Todd Becker is a financial advisor with LPL Financial in South Windsor, CT, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with INVEST Financial Corp since 2005. Becker also operates Becker Financial Solutions LLC, a registered representative entity related to his LPL business. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, research, and multiple investment management strategies.

Jonathan Brice is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, BlackRock Investments, and Darden, Inc. Outside of his advisory role, he is involved with ProEast Asset Management, LLC, where he is engaged in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Phillip Dimond is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 43 years of industry experience. His prior experience includes roles at Securities America and National Planning Corporation. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kelly Outhuse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial, Outhuse worked at ProEast Asset Management, Raymond James Financial Services, Pioneer Valley Financial Group, Commonwealth Financial Network, and Signator Investors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kenneth Huffine is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including Liong View Wealth Management and Securities America Advisors. Huffine is also involved with Long View Wealth Management, LLC, an affiliated business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management, as well as research and model portfolios from internal and third-party resources.

Andrea Pease is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked at LPL Financial since 2023 and previously at Securities America Advisors and National Planning Corporation. Pease also operates Professional Investors Network, LLC, an 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.