Broker Check

LPL Research Team

Our relationship with LPL Financial provides us access to LPL Research, whose mission is to provide us independent and unbiased investment research to help our clients in the management of their assets. LPL Research serves three roles : (1) share relevant and timely market and economic insights; (2) provide rigorous due diligence and asset allocation advice; and (3) develop forward-thinking thought leadership perspectives and strategies. This team of investment research analysts works with us to provide market insight and investment solutions to help our clients meet their financial objectives.

LPL Financial has no proprietary products to sell, no investment banking relationships to cultivate or keep happy, and no other business conflicts that may impede the team from providing unbiased, objective advice. Reliable investment decisions may be difficult to make if conflicts are present.

Burt White

Burt White

Chief Investment Officer, Managing Director, Research

Matthew Peterson

Matthew Peterson

Senior Vice President, Chief Wealth Strategist

John Canally

John Canally, CFA

Senior Vice President, Chief Economic Strategist

Jason Nicastro

Jason Nicastro 

Assistant Vice President, Market & Investment Strategist

Jeffrey Buchbinder

Jeffrey Buchbinder, CFA

Vice President Market Strategist

Joseph P. Byrne

Joseph P. Byrne, CFA

Vice President Alternative Investment Due Diligence

Joseph E. Rackley

Joseph E. Rackley

Vice President Traditional Due Diligence

Ryan Detrick

Ryan Detrick

Vice President Market Strategist

David Tonaszuck

David Tonaszuck, CMT

Assistant Vice President Investment Strategy

Steven J. Snyder

Steven J. Snyder

Vice President, Platforms & Channel Support

Kirby L. Horan-Adams

Kirby L. Horan-Adams, CFA

Senior Vice President Director of Research