Mary Twigg is a financial advisor with LPL Financial in Williamsburg, VA, holding a Series 66 designation and 28 years of industry experience. She has worked with C & F Bank since 2014 and concurrently with LPL Financial during the same period. 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.

Steven Meier is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Securities America Advisors and OSAIC. He serves as Vice President of the Eagle Run Drive Homeowners Association in Omaha, an unpaid community role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various management options.

Steven Yamashita is a financial advisor with LPL Financial in Honolulu, HI, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Bankoh Investment Services, Inc. and Central Pacific Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Jerry Richi is a Series 66-registered financial advisor with LPL Financial, based in Fort Mill, SC, with two years of industry experience. His prior roles include positions at Bank of America, Regions Bank, and Akahana. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources.

Braydon Mc Arthur is a financial advisor with LPL Financial based in Taylorsville, UT. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked in education at Utah Valley University and Mountain View Highschool. 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, utilizing model portfolios and research from multiple sources.

Rajesh Upadhyaya is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 1999. His other business activities include involvement in mortgage origination and non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Kirk Lombard is a Certified Financial Planner® with 19 years of industry experience. He has been with LPL Financial since 2011. Lombard is also involved in life, disability, long-term care, and health insurance activities alongside his advisory work. 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 financial planning and advisory programs with discretionary and non-discretionary management supported by research and model portfolios.

Richard Bugg is a financial advisor at LPL Financial with six years of industry experience and a Series 66 designation. His prior experience includes roles at Fidelity Investments, UBS Financial Services, Monroe Financial Services, and Michael Oana Retirement Specialist. He also worked at the University of South Carolina for four years. 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, and provides access to model portfolios, research, and various investment strategies.

Chris Meighan is a financial advisor with LPL Financial in Falls Church, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Meyers Meighan Wealth Management Group, where he has been active since 2002. Meighan also has a business interest in Meighan Wealth Management Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management with access to model portfolios, third-party research, and technology-driven strategies.

Nicholas Dronen is a financial advisor at LPL Financial with eight years of industry experience. He has worked at LPL Financial since 2017 and previously was employed at Command Transportation. Outside of his advisory role, he volunteers as a tutor for a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jolene Bennett is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. from 2014 to 2021. 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 and financial planning services, providing both discretionary and non-discretionary management, supported by research and model portfolios.

Jesse Waters is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and nine years of industry experience. He has previously worked at Cetera Advisor Networks, Voya Financial Advisors, Bank of America, Merrill, and Oracle. Waters is involved with jessewatersfinancial LLC, an investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Lawrence Agler is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His career includes roles at Securities America Advisors, National Planning Corporation, and Beacon Financial Group, where he has been active for over three decades. Outside of his advisory work, he owns Modern Insurance Solutions, LLC, and Beacon 401K Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Peter Cox is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes positions at Nevada State Bank, MML Investors Services, and MassMutual Life Insurance Company. 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 through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Bryant is a financial advisor at LPL Financial in Winston Salem, NC, holding a Series 66 credential with 26 years of industry experience. His career includes roles at First Horizon Advisors and SunTrust Advisory Services. 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, and retirement consulting with both discretionary and non-discretionary management options.

Gregory Mclean is a financial advisor with LPL Financial based in Malden, MA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Rockland Trust and LPL Financial since 2015, serving in roles that include relationship management for financial institutions. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Jesse Underwood is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with LPL Financial. He previously held roles at First Command Insurance Service, First Command Advisory Services, and First Command Brokerage Services. Outside of his advisory work, Jesse owns Prometheus Performance, a business involved in buying and selling performance oils and lubricants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Michael Gray is a financial advisor with LPL Financial in Corvallis, OR, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in insurance sales and management through Northwest Financial Group, LLC, where he handles non-variable life and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Petermann is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at BMO Private Bank, Bank of the West, BancWest Investment Services, Centaurus Financial, and Anderson Financial Management Group. Based in Newport Beach, CA, he is concurrently involved with BMO Harris Bank in a financial institution role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Luisa Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at LPL Financial since 2022 and concurrently at BMO Bank NA 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 financial planning, advisory programs, retirement consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.