Financial Advisor

Donald P. Johannes is a seasoned financial advisor with 36 years of experience in helping individuals and families pursue their financial goals. Holding various licenses through LPL, including Series 7, 8, 24, 63, and 65, as well as insurance licenses, Donald has established himself as a knowledgeable professional in the financial services industry.

A Long Island native, Donald grew up in Oakdale, NY, and currently resides in Lake Grove, NY. He graduated from SUNY Stony Brook University with a Bachelor of Arts degree in Economics and a minor in Business Management.

Donald has dedicated his career to providing personalized financial guidance to retired individuals, professionals, and families. His approach involves reviewing clients' existing portfolios and continually seeking opportunities for improvement. He believes in the importance of long-term investment strategies, often advising that "it's not the timing of the market but the time in the market" that matters most.

Donald is married to his wife, Marie, and they have one daughter, Caitlin. In his free time, he enjoys fishing, gardening, reading, and cooking. Donald is also committed to giving back to his community, having volunteered at Island Harvest food bank and served as Past Grand Knight of the Knights of Columbus.

Throughout his career, Donald has been driven by a desire to provide comprehensive financial guidance to those who need it most. He recently joined LPL to further enhance his ability to serve his clients effectively. When asked about his favorite aspect of his job, Donald says it's the gratitude he receives from clients for doing a good job.

*CRPC conferred by College for Financial Planning.

LPL Registered Client Service Associate

“Trust is built in the small moments of care.” 

Ethan Lowman is driven by a passion for helping others navigate life's financial decisions. As a member of the Linsco Admin Solutions Team, he supports advisors and their clients, taking pride in providing clear, thoughtful service that contributes to the long-term financial independence of the individuals and families they serve.

Ethan earned his degree in Financial Planning from the University of Georgia, where he also gained valuable experience working with the UGA Football Video Team—a role that honed his attention to detail and ability to perform under pressure. After graduating, he began his career in finance with LPL, first as an intern and then as a Client Service Associate. These early experiences provided a strong foundation in client operations and financial planning strategies, which he continues to build upon in his current role supporting advisor operations, onboarding, and client service.

Ethan and his wife, Isabelle, reside in Waycross, GA, where they enjoy spending time with friends and family, playing golf, and staying active in their church community.

Licensure & Higher Education:

•SIE, Series 7 & 66 held through LPL Financial
•B.S. in Financial Planning, University of Georgia