University Place, WA Orchard St Office

Gregory Nelson is a financial advisor with LPL Financial and holds a Series 66 designation. He has 25 years of industry experience, including 16 years at Lincoln Investment Planning and time at Shelgren Financial Group. He also operates Chambers Bay Wealth Management, an insurance agency related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large national network. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside access to model portfolios and research.

Kendra Riconosciuto is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2015, with a break during which she was affiliated with Capital Analysts and Lincoln Investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and technology-driven strategies, across discretionary and non-discretionary management services.