Justin Duft, JD, CFP®, CLU®, ChFC®, MSFS®
Vice President, Advanced Planning
Justin joined Commonwealth, a trade name of LPL, in June 2007. As vice president of Advanced Planning, he sets the department’s strategic direction and serves as a resource for advisors on trust and estate planning, taxes, charitable giving, Social Security, business planning, insurance, and education funding. Justin has a JD from New England Law Boston, with a focus on estate, trust, and tax law, an MS in financial services from The American College of Financial Services, and a BS in business administration from Northeastern University. He holds Massachusetts life, accident, and health insurance licenses; the CERTIFIED FINANCIAL PLANNER® professional certification; the Chartered Life Underwriter® (CLU®) certification; the Chartered Financial Consultant® (ChFC®) certification, and FINRA Series 6, 7, 24, and 63 securities registrations. Before joining the company, Justin worked for Renaissance Insurance Group as a marketing representative and held positions with John Hancock and Ernst & Young.
Dan Murphy, JD, CEPA®, CFP®
Director, High Net Worth Solutions, Advanced Planning
Dan joined Commonwealth, a trade name of LPL, in March 2026 as director, High Net Worth Solutions. In this role, he serves as the primary point of contact for advisors pursuing high net worth opportunities, guiding the development of comprehensive client proposals, and directing cases in collaboration with advisors and wealth management teams. He also leads the evolution and promotion of the high net worth program by prioritizing new products and services, building a network of third-party partners, developing thought leadership and marketing strategies, and tracking engagement to drive long-term growth. Before joining the company, Dan worked as a VP, sr. wealth strategist at PNC Private Bank. He earned his Juris Doctor from Massachusetts School of Law and has also earned his CFP® and CEPA designations. In his spare time, he enjoys walking his dog, skiing, hiking, and watching his kids play soccer.
Krista Teegarden, CLU®, ChFC®, CPWA®, CSLP®, NSSA®, CEPA®
Team Lead, Advanced Planning
Krista joined Commonwealth, a trade name of LPL, in September 2018 as an advanced planning consultant. As team lead, she partners with advisors on wealth management strategies that encompass estate, charitable, education, student loans, business, executive benefits, and Social Security planning strategies. Before joining the company, Krista supported independent advisors by conducting research and analysis, along with implementing sophisticated estate and business strategies for HNW clients. She also collaborated with attorneys to design and implement nonqualified plans and executive benefits. Krista earned a bachelor’s degree in business administration with an emphasis in finance at Biola University. She is a National Social Security Advisor (NSSA®) certificate holder and holds the following certifications: Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Certified Student Loan Professional (CSLP®), and Certified Private Wealth Advisor® (CPWA®). She holds a California life, accident, and health insurance license, as well as FINRA Series 7 and 24 securities registrations.
Bryan Fecteau, JD
Consultant, Advanced Planning
Bryan joined Commonwealth, a trade name of LPL, in December 2024 as an advanced planning consultant. In this role, he reviews and summarizes estate plans and other legal documents to educate financial advisors, and also analyzes client planning objectives to uncover opportunities aligned with their needs. Additionally, Bryan coaches advisors on managing client relationships and collaborating with attorneys, CPAs, and other professionals, with a focus on strategic, big-picture planning. Before joining the company, Bryan worked as an attorney at Delaney & Muncey and Goodwin Procter LLP. He earned a bachelor’s degree in political science and economics from Lehigh University and a JD from Boston University.
Chris Fox, JD
Consultant, Advanced Planning
Chris joined Commonwealth, a trade name of LPL, in February 2026 as an advanced planning consultant. In this role, he reviews and synthesizes plans and legal documents to help educate financial advisors, identifies potential concerns across a range of wealth management projects, and evaluates client planning objectives to uncover strategic opportunities. He also coaches advisors on effectively coordinating relationships with clients and outside professionals, such as attorneys and CPAs, to ensure a cohesive, big-picture approach to planning. Before joining the company, Chris worked as an associate at Day Pitney LLP. He earned his bachelor's degree from Florida International University and his Juris Doctor from New England Law Boston. In his spare time, he enjoys playing pool and board games, traveling, swimming, and watching movies with his family.
Michael Baum, CFP®, RICP®
Supervisor, Paraplanning & Consultant, Advanced Planning
Mike joined Commonwealth, a trade name of LPL, in August 2008 and served in a variety of Operations roles before joining the Advanced Planning team in 2017. After nearly five years with Advanced Planning, Mike worked for three years as an advisor with WHZ Strategic Wealth Advisors before returning to his role as an advanced planning consultant in January 2025. In this role, he provides financial planning support for advisors, including estate, trust, charitable, education, business, and retirement income planning strategies. He earned a bachelor’s degree in business administration from the University of Connecticut. Mike holds FINRA Series 7, 24, and 66 security registrations and CERTIFIED FINANCIAL PLANNER® (CFP®) and Retirement Income Certified Professional (RICP®) certifications.
Nadiah Hamid, JD
Consultant, Advanced Planning
Nadiah joined Commonwealth, a trade name of LPL, in December 2025 as an advanced planning consultant. In this role, she reviews and summarizes estate plans and other legal documents to educate financial advisors, identifies potential issues across various wealth management projects, and analyzes client planning objectives to uncover opportunities aligned with their needs. Nadiah also coaches advisors on managing client relationships and collaborating with attorneys, CPAs, and other professionals, with a focus on strategic, big-picture planning. Before joining the company, Nadiah worked as a law clerk at Mulhall Withrow. She earned her Juris Doctor in law from Suffolk University Law School. In her spare time, she enjoys traveling, reading, and spending time with family and friends.
Stephanie McDermott, JD
Consultant, Advanced Planning
Stephanie joined Commonwealth, a trade name of LPL, in April 2026 as an advanced planning consultant. In this role, she researches and analyzes business and tax issues and reviews general estate planning and other legal documents to educate financial advisors. She focuses on strategic, big-picture business, estate, and tax planning to facilitate effective conversations with tax and legal advisors. Prior to joining the company, Stephanie practiced as a transactional tax attorney, providing guidance on M&A and securities tax at multiple AmLaw 200 law firms, practiced as an attorney to the IRS at the Office of Chief Counsel, and provided fractional general counsel services at Cash Nickerson, P.C. She earned her Juris Doctor cum laude from Washington University in St. Louis in 2013 and is licensed to practice law in both Texas and California. Outside of work, Stephanie enjoys rock climbing with her family, running with her Australian Shepherd, and playing the banjo.
Kelsey Thomas
Associate Paraplanner
Having formerly worked at the company, Kelsey rejoined Commonwealth, a trade name of LPL, in May 2023 and became a paraplanner on the Advanced Planning team in July 2026. In this role, she collaborates closely with advisors to develop, implement, and update comprehensive financial plans. Her responsibilities include conducting in-depth analysis, providing tailored insights for clients, and supporting client-facing delivery when needed. Before joining the Advanced Planning team, Kelsey held roles with the Compliance and Marketing departments. She earned a double major in economics and marketing at SUNY Oswego, Investment Adviser Certified Compliance Professional® and Accredited Investment Fiduciary® designations, as well as FINRA Series 7, 24, and 66 securities registrations. Outside of work, Kelsey enjoys golfing and skiing, as well as going to the beach and the gym.
Patrick Mealy
Associate Paraplanner
Patrick joined Commonwealth, a trade name of LPL, in August 2025 as an associate paraplanner on the Advanced Planning team. In this role, he collaborates closely with advisors to develop, implement, and update comprehensive financial plans. His responsibilities include conducting in-depth analysis, providing tailored insights for clients, and supporting client-facing delivery when needed. Before joining the company, Patrick worked as a client support specialist at eMoney Advisor, where he gained experience working with advisors to create plans and presentations for their clients in eMoney. He’s a graduate of UMass Amherst, where he earned a BS in economics.