Meet Your Financial Team

Ann L. MacNaughton, JD/MBA, CFP® CPWA® CRPC® CAP®

Managing Member, MacNaughton & Associates LLC, and Wealth Counselor

Skills and resources for long-term capital appreciation, income planning, and wealth transfer evolve. Ann's multi-disciplined knowledge, skills, and resources enable her to deliver cost-effectively highly personalized advisory services.

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Rhonda Barclay, CRPC®

LPL Financial Advisor


Rhonda Barclay applies a comprehensive wealth management approach to tailor tax-aware strategies for clients who want to grow and preserve wealth, derive lifetime income from it, and transfer it to their children and grandchildren.

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Ben Foreman

Ben Foreman has served as Vice President of The Private Trust Company (“PTC”) since joining the firm in j2014. PTC is a subsidiary of LPL Financial Holdings Inc. (NASDAQ: (PLA), which also owns LPL Financial LLC...

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Sonya Nolan

Before jonining LPL in 2013, Sonya had already worked 8 years in the financial sector managing a boutique wealth management firm, conducting due diligence on large cap U.S. equity money managers for Merrill Lynch, and serving as a...

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Sydney Greenblatt

Director of Communications

In her role as M&A Director of Communications, she interfaces directly with clients as well as vendors and LPL back office personnel. Effective communication, personalized attention, and relevant education are among Sydney’s core values. 

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