Benjamin Carr is a financial advisor with LPL Financial based in Chicago, IL. He holds the Series 66 designation and has nine years of industry experience. Prior to joining LPL Financial and BMO US Wealth Management in 2024, he worked at Citigroup Global Markets from 2016 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Cleaton Lindsey III is a financial advisor with LPL Financial, holding the Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Millard is a financial advisor with LPL Financial based in Binghamton, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked at firms including Covenant Wealth Advisors, LLC, where he was a partner for over 15 years. Outside of advising, he has been involved as a partner in Covenant Realty Holdings, LLC, which holds the real estate used by Covenant Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with access to model portfolios, third-party research, and various discretionary and non-discretionary management options.

Bellann Hyten is a financial advisor with LPL Financial in Corinth, TX, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at LPL Financial since 2020 and has been involved in various business and community roles, including with the Greater Denton Arts Council and the Oakmont Women's Club. Outside of her advisory work, she is also a business owner involved with Camino Business Owner and Support Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Sean Fowler is a financial advisor with LPL Financial in Gurnee, Illinois, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Fifth Third Securities and Fifth Third Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a wide network of representatives. The firm offers financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Trent Trailov is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Ameriprise, Independent Financial Group, Trail CPA, GPL Tax & Accounting, and Integrated AG. Outside of advising, he is involved with Trail CPA Corporation, a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory services through a broad network of investment adviser representatives, offering both discretionary and non-discretionary management along with model portfolios and research support.

William Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

David Brown is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Chelsea Paddock is a CFP® professional with 10 years of industry experience, currently advising at LPL Financial. She has worked previously at Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Outside of her advisory roles, she is involved in bookkeeping for commercial development and tax preparation through a CPA firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Apryl Pope is a financial advisor with LPL Financial in Cincinnati, OH, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. She has held positions at multiple firms, including Ameritas Investment Corp. and Capital Choice Financial Services, and operates Pope Financial Planning, LLC. Apryl also provides legal consulting services through Legal Shield. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various technology-driven solutions.

Kelly Rhine is a financial advisor with LPL Financial in Spring Valley, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2025, Kelly worked at CUSO Financial Services, LP for nine years and has also been affiliated with NASA Federal Credit Union since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Susan Fargo is a CFP®-certified financial advisor with 25 years of industry experience. She is currently affiliated with LPL Financial and San Diego County Credit Union, where she has held roles since 2006 and 2021, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by a range of model portfolios and research.

Thomas Gunnell is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has held roles at LPL Financial since 2018 and has been involved with Core Fitness since 2018, including current employment at DeVaughan Strong. Outside of finance, he is engaged in fitness-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL and third-party sources.

Amara Camy is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she held positions at Penske Truck Leasing, Northwestern Mutual, and California Coast Credit Union. Outside of her advisory role, she is an assistant volleyball coach with Starlings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating discretionary and non-discretionary management alongside model portfolios and third-party research.

Thomas Krol is a Series 65-licensed financial advisor with LPL Financial, based in Miami, FL, and has two years of industry experience. Prior to joining LPL Financial, he worked at Brickell Analytics and Nomi Health, and he has a background that includes roles at The White House and involvement with political organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Benjamin Loberg is a Series 66-registered financial advisor with LPL Financial, based in Holdrege, Nebraska, and has 10 years of industry experience. Prior to joining LPL Financial in 2020, he spent four years with Securities America Advisors and Securities America Inc. He also has ongoing employment with The First State Bank since 2015. Outside of his advisory work, Loberg serves as an exercise leader for the YMCA of the Prairie. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Pejhmon Kalantar is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Inc. and U.S. Bank. His current roles include financial institution duties with Zions Bancorporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to research, model portfolios, and various specialized services.

Kenneth Heck is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, Heck is a co-owner of Chinglish Restaurant Group, a family business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various management options.

Zachary Stahl is a financial advisor with LPL Financial in New Britain, PA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at CUNA Brokerage Services, Inc. and American Heritage FCU, where he currently serves as IRC Coordinator/FC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Michael Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked for 20 years with East Central Independent School District. He is a silent minority owner of LV H20, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.