Rurik Alexieff Infrastructure Engineer Victor Alfieri Compliance Specialist Felicia Allen-Collazo Accounting and Advisor Compensation Specialist Petra Barone Head of Finance David Bogdanov Business Development Consultant Serena Bowen Digital Marketing Manager Ira Berkowitz Financial Advisor Allen Broome Business Analyst Timothy Byrne Transition Manager David Cariani Advanced Wealth Advisory Dave Carratt Director of Advisor Growth and Engagement Michael Christie Salesforce Administrator and Developer Kyle Colwell LPL Registered Principal, Financial Advisor Paul Colwell Financial Advisor Kathleen Conlin Manager of Human Resources Tom Corcimiglia Senior Wealth Manager Kelly Coulter Head of Marketing Michael Crapella Onboarding Associate Will Davis Financial Advisor Michael Desaulnier Financial Advisor Robert DiTrani Financial Advisor David Farley Transition Specialist Daniel Fishman Business Strategy Consultant Joseph A. Frederick, AIF® Retirement Plan & Financial Advisor Garrett Friedrich Marketing Manager Jim Galbraith Financial Advisor Julie Galbraith Manager of Advisor Experience Warren Gallagher Financial Advisor William Hart Financial Advisor Karen Hayes Business Development Manager Jim Hooks Chief Compliance Officer John Hyland Managing Director, Strategic Partner Relations Patric Hyland Associate Financial Advisor Andrew Karlinski Managing Director West Region Rebecca Kirby Senior Business Strategy Associate Conor Lenahan Operations Associate Pamela Luteran Accounting Manager Eric Lyons Portfolio Administrator Verne Marble, CIMA® Director of Business Development Jennifer Marquardt Client Service Associate Klaudia Maslo Compliance Manager Emma McCarthy Compliance Associate Jason McCarthy Director of Operations Sarah McCarthy Compliance Associate JT McHugh Operations Manager Robert “RJ” Moore Managing Director, Executive Chair Mark Morgan Financial Advisor Anne Mortera Director of Advisor Growth & Engagement Paul Mulholland Senior Financial Planner John Murphy Financial Advisor Jim Perhacs Managing Director, Chief Operating Officer Danielle Petrullo Senior Marketing & Design Specialist Donald Pfarr Financial Advisor Shelley Reeves Compliance Manager Jennifer Scheer Senior Billing Specialist Adam J. Schorr Chief Financial Officer Cari Smith Compliance Director Frank Smith Chief Executive Officer, President Donald Stahl Head of Sales & Solutions | LPL Registered Administrative Associate Jeremy Stanley Financial Advisor Allyson Stavrou Billing Specialist Annie Sullivan Compliance Specialist James Sullivan Managing Director, Advisor Advocacy & Technology Kevin Sullivan Director of Advisor Growth & Development Patrick J. Sullivan Co-Founder, Executive Chair Patrick R. Sullivan Chief of Staff Sean Sullivan RIA Registration, Legal Counsel Richard Summers Financial Advisor Shanique Sumter Senior Accountant Alex Team Corporate Financial Manager Dan Thomas Compliance Specialist Debra Venturo Senior Accountant Michael Verratti Compliance Specialist Bob Vogt Compliance Specialist Ian Weschler Legal Counsel Melissa Woods Senior Marketing Specialist Cindy Wyatt Executive Assistant