St Louis, MO Lindell Blvd. Office

Joseph Roddy is a CFP®-certified financial advisor with 40 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Cetera Advisor Networks, Paramount Financial LLC, and Oracle Financial Inc., where he has been active since 1994. In addition to his advisory work, Roddy serves as an insurance agent selling life, health, disability, fixed annuities, and long-term care products through Oracle Financial Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Stephen Mayer is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at CETERA Advisor Networks LLC from 2017 to 2021 and had an earlier tenure at LPL Financial in 2016-2017. Outside of his advisory role, Mayer is involved with a real estate rental business based in St. Louis, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.