Megan Reeves

Dale Robinson is a CFP® professional with 46 years of industry experience, currently affiliated with LPL Financial since 2017. He previously worked at Cetera Advisors LLC from 2012 to 2017 and briefly at National Planning Corporation in 2017. Robinson also operates Robinson Wealth Management, LLC as a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Floyd Johnson III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Johnson operates his advisory business through ONIPA'A Enterprises, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm delivers these services through a centralized consulting team using research, modeling, and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Christopher Vasques is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Lincoln Financial Securities Corporation and United Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.