Our Affiliates

Julie Baker

LPL Financial Consultant Operating as LPL Financial

Karen Barnard

LPL Registered Administrative Assistant operating as LPL Financial

Roger Baumann

LPL Financial Representative operating as LPL Financial

Darryl Benfield

LPL Financial Advisor operating as Wyndham Advisors

Nathan Browning Certified Financial Planner CFP®

LPL Investment Advisor Representative operating as LPL Financial

Bruce Cantey

LPL Financial Consultant operating as LPL Financial

Nicholas Canuso Jr. AIF®

LPL Financial Advisor operating as LPL Financial

Liz Ciccotto

Office Manager operating as Claire Reid Wealth Advisory

Richard DiSammartino

LPL Financial Advisor operating as LPL Financial

Chuck Fisher Certified Financial Planner CFP®

LPL Financial Planner operating as Fisher Wealth Management

Stephanie Gillard

Administrative Assistant operating as Pultro Financial Management

Nick Giusti

Branch Operations Manager operating as LPL Financial

Debbie Newton

Client Services Associate operating as LPL Financial

Trevin Panaia

LPL Financial Advisor operating as LPL Financial

Anthony Pastor Accredited Investment Fiduciary AIF®

Wealth Manager operating as LPL Financial

Jacob Poulos

Branch Operations Manager operating as LPL Financial

David Rodgers Certified Financial Planner CFP®

LPL FInancial Planner operating as LPL Financial

Larry Rosenberg

LPL Financial Advisor operating as LPL Financial

Barry Rucks Certified Financial Planner CFP®

Private Weath Advisor operating as Claire Reid Wealth Advisory

Tod Shoffler CFP®

Wealth Advisor operating as Crest Wealth Management