Adam Carlat

Adam Carlat, CRPC®, currently serves as a Financial Advisor at LPL Financial since April 2023 and is also the President of One2One Wealth Strategies since October 2016. An active member of the Peoria North Rotary since 2013, Adam holds the positions of Club President and Member, focusing on global charitable initiatives and education advocacy. Previously, Adam has accumulated extensive experience as a Financial Advisor at PlanMember Securities Corporation and Morgan Stanley, as well as serving on the Board of Directors for organizations such as Benevilla, Theater Works, and the Peoria Education Foundation. Adam earned a Bachelor of Science degree in Business Finance from Northern Arizona University and completed general education at Sunrise Mountain High School.