Stuart, FL Office

David Harris is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 37 years of industry experience. He worked previously at Key Investment Services LLC for 11 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved with DCSN LLC, a non-investment related business activity. 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 portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of investment strategies and operational tools.

Julie Rice is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by operational and research tools.

Anthony Asterino is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with LPL Financial and its predecessor firm since 1996. In addition to his advisory work, he operates a CPA practice specializing in general accounting, AICPA compilation financial statements, and income tax preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Alexander Palas is a Series 66-licensed financial advisor with LPL Financial, bringing 21 years of industry experience. He previously worked at Cetera and has owned Bridge Financial, where he provides tax preparation and registered agent services. Palas is also involved in several business entities related to tax and corporate services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with technology and a broad array of investment strategies.

Gregory Doctor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Linsco/Private Ledger Corp, where he worked for 21 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Sean Chrissinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include twelve years at Ameriprise Financial Services and five years at Ameriprise Advisor Services. He operates a DBA, Chrissinger Capital Wealth Management, affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisors.