Wake Forest, NC Office

David Caballero is a CFP® professional with 23 years of industry experience, currently serving at LPL Financial since 2005. He operates out of Wake Forest, NC, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Caballero Holdings LLC, a real estate rental business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Reaume is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Citizens Bank & Trust, Infinex Investments, and BB&T Investment Services. Outside of his advisory role, he is the owner of Cardinal Home and Landscape Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Dean Waldron is a financial advisor with LPL Financial in Oakfield, NY, holding a Series 63 designation and 27 years of industry experience. He has been affiliated with LPL Financial and Waldron Financial Group since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Matthew Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at LPL Financial since 2015, with a recent return to the firm in 2026 after seven years at Belpointe Insurance, LLC and Belpointe Asset Management, LLC. Outside of his advisory work, he is involved in an online retail family business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Jaime Carmona is a Series 66 licensed financial advisor with LPL Financial, based in Wake Forest, NC. He has 17 years of industry experience and has been with LPL Financial since 2012. Carmona also operates Carmona Financial LLC, a business entity unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Cannan is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with MCM Partners Erie, LLC and Waddell & Reed, Inc. He has also been involved with community organizations such as the Spencerport Chamber of Commerce and Daystar for Medically Fragile Children, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party models.

Blake Greiter is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, following a four-year tenure at Capital Bank in Florida. Outside of his advisory role, Greiter is also a licensed massage therapist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, third-party subadvisors, and proprietary research to support diversified investment strategies.