Linden Thomas Advisory Services, LLC

Bradley Davis is a financial advisor at Linden Thomas Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Cogent Advisory Group. Outside of his advisory role, he serves as a board member for LC Eldridge Sales Co., a company specializing in industrial ventilation and acoustic control. Linden Thomas Advisory Services offers wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach with diversified asset allocations and utilizes both proprietary enhanced-index portfolios and third-party money managers.

Bryan Krakker is a financial advisor at Linden Thomas Advisory Services, LLC in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors Financial Network LLC for seven years before joining Linden Thomas in 2018. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm focuses on globally diversified asset allocations using modern portfolio theory and offers both discretionary and non-discretionary portfolio management through separately managed accounts and proprietary enhanced-index programs.

Jonathan Pickett is a financial advisor at Linden Thomas Advisory Services, LLC in Charlotte, NC, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach with diversified asset allocations and offers both discretionary and non-discretionary management through proprietary and third-party strategies.

Nick Stockdale is a financial advisor at Linden Thomas Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, Inc and Adhesion Wealth. Outside of his advisory role, he owns RockBox Fitness, a franchise specializing in boxing-based fitness classes. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a diversified investment approach based on modern portfolio theory, offering both discretionary and non-discretionary portfolio management through separately managed accounts and proprietary index programs.

Gavin Finnical is a CFP® professional with two years of industry experience, currently serving at Linden Thomas Advisory Services, LLC. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors, among others. Before entering financial services, he worked in brewing and hospitality industries. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach with globally diversified allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Daniel Segal is a CFA® charterholder with over 18 years of industry experience, currently serving as an advisor at Linden Thomas Advisory Services, LLC. Prior to joining Linden Thomas in 2024, he worked at The Hartford from 2006 to 2024. Linden Thomas Advisory Services provides wealth management, investment advisory, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based approach with globally diversified asset allocations, offering both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Benjamin Osborne is a CFP® with four years of industry experience, currently serving as an advisor at Linden Thomas Advisory Services, LLC in Charlotte, NC. His prior experience includes roles at The Vanguard Group, Inc. and Signature Consultants. Linden Thomas Advisory Services provides wealth management, investment advisory, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm uses a modern portfolio theory approach with globally diversified asset allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Stephen Thomas is a financial advisor with Linden Thomas Advisory Services, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at firms including Wells Fargo Advisors Financial Network LLC and currently leads Indexperts, LLC alongside his role at Linden Thomas Advisory Services. Linden Thomas Advisory Services provides wealth management, investment advisory, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach, offering both discretionary and non-discretionary management through separately managed accounts, proprietary enhanced-index portfolios, and passive index programs.

Caleb Hartley is a financial advisor at Linden Thomas Advisory Services, LLC in Charlotte, NC, holding a Series 65 designation. He has been with Linden Thomas Advisory Services and its affiliated firm since 2025. Prior to his current role, he gained experience in various positions including roles at True Brands and Quantic Bank. Linden Thomas Advisory Services provides wealth management, investment advisory, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory approach with globally diversified allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.

Brandon Mcpherson is a CFA® charterholder with six years of industry experience. He is currently with Linden Thomas Advisory Services, LLC and has previously worked at Wells Fargo. Linden Thomas Advisory Services provides wealth management, financial planning, and retirement plan services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory approach with globally diversified asset allocations and offers both discretionary and non-discretionary management through separately managed accounts and proprietary enhanced-index portfolios.