Warren, NJ Town Center Dr Office

Martin Mercurio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with National Planning Corporation since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Gautam Misra is a financial advisor with LPL Financial based in Warren, NJ. He holds Series 63 and Series 66 designations and has 32 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation and Beacon Financial Group. Outside of his advisory role, he operates a home-based business entity, Misra Enterprise Inc. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Siddharth Misra is a financial advisor at LPL Financial with 13 years of industry experience. He has held positions at AXA Distributors, LLC and National Planning Corporation before joining LPL Financial in 2017. His credentials include the Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to provide discretionary and non-discretionary management.

Ethan Locker is a financial advisor with LPL Financial in Warren, NJ. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining LPL Financial, he worked at Equitable Distributors, LLC for three years. 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 both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Cooper is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including KPMG, Joe Pops, and Barclays. Outside of his advisory role, Cooper is employed by KPMG in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Stephen Kamnitsis is a financial advisor with LPL Financial in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2017 and concurrently associated with National Planning Corporation since 2006. Outside of his advisory role, he is a partner and CFO of Adelphi Financial LLC, a tax preparation and accounting firm. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by proprietary research and third-party resources.

Stephen Locker is a CFP® professional with 34 years of industry experience, currently serving at LPL Financial since 2017. Prior to this, he spent 11 years with National Planning Corporation. His other business activities include involvement with Lock23, LLC, a non-investment-related entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brett Locker is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is involved in coaching and fitness through Trilax Inc. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.