Venice, FL Office

Alan Gorlick is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 24 years of industry experience. His prior experience includes roles at Next Financial Group Inc, Merrill, Banc of America Investment Services, Inc., and A. G. Edwards & Sons, Inc. He is also involved with Gorlick Financial Strategies, where he conducts speaking engagements and seminars. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Jorge Romero is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Oppenheimer & Co., Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Nationwide Investment Advisors. Outside of his advisory role, he is involved with Certification Tutor LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and proprietary operational tools.

Hector Rodriguez is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with LPL Financial, formerly Linsco Private Ledger Corp, since 2002. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Douglas Newman is a financial advisor at LPL Financial with 45 years of industry experience. He has been with LPL Financial since 1996 and previously operated Pinnacle Advisors for 20 years. He holds the Series 63 and Series 65 licenses. 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 range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Seth Rohrbaugh is a financial advisor with LPL Financial in Venice, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, Springfield Financial Group Inc., and H.Beck, Inc. Rohrbaugh is also involved with Springfield Financial Group Inc., a business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment options including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Thomas Agostinelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory practice, he occasionally manages financial affairs for his son, who is serving in the U.S. Navy. 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 range of financial planning and investment services through a large network of advisers, with access to model portfolios, third-party management, and institutional platforms.

Floyd Rinehart is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2002. He has 34 years of industry experience and holds a Series 63 license. He is based in Venice, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.