Whippany, NJ Office

Robert Shapiro is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with LPL Financial since 2011 and previously worked at IC Advisory Services, Inc. from 2006 to 2010. Outside of his advisory work, he operates Diversified Financial Consultants LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and portfolio management services with access to both proprietary and third-party investment strategies.

Lorie Rios is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2012. She also operates a DBA under Diversified Financial Consultants, LLC in Whippany, NJ. 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 advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alan Levine is a CFP® with 36 years of experience in the financial services industry, currently affiliated with LPL Financial since 2010. He also operates Diversified Financial Consultants, Inc., a firm he has been involved with since 1989. Levine serves in fiduciary roles for several family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Babajide Oluyemi is a financial advisor with LPL Financial in Whippany, NJ, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and previously spent three years with Cetera Wealth Services, LLC. Outside of advising, he is involved with Overcomers Wealth Management LLC, a business entity for tax and investment purposes. 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 research tools and a broad network of over 22,800 advisors.

Joseph Moriarty Jr. is a Series 66–licensed financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at Equitable Advisors, First Home Bank, Centralstar, and Morgan Stanley. He is also involved in managing Professional Group Plans providing non-variable insurance. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.