Stevensville, MD Log Canoe Cir Office

Christopher Wilhoit is a financial advisor with LPL Financial in Stevensville, MD, holding a Series 66 designation and 25 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and consulting services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes a range of model portfolios, research, and technology-driven tools in its investment approach.

Megan Penn is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to her current role, Megan has worked at Lincoln Financial Advisors, Kestra Financial Services, and Chesapeake Investment Planning. In addition to her advisory work, she is involved with Red Eye's Dock Bar in Grasonville, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Alfred Cassinelli II is a financial advisor with LPL Financial in Stevensville, MD, holding Series 63 and Series 65 credentials and with 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and United Advisors, LLC. Outside of his advisory work, he owns a distillery and has operated a winery and vineyard in Chestertown, MD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Adam Martin is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. He has professional involvement with Hinckley Bay Bridge Marina and multiple educational institutions, including St. Mary’s College of Maryland. 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. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Jason Bogaczyk is a financial advisor with LPL Financial in Stevensville, MD, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Kestra Financial Services and Sandy Spring Investment Services. Outside of his advisory work, he is involved with B.A.M. Consulting LLC, a business entity established for tax and investment purposes. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.