Brian McGeehon is a financial advisor with LPL Financial in St. Louis, MO, holding the CFA® designation and Series 63 license. He has 16 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. 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.

Veronica Vorhies is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at firms including B. Riley Wealth Management, National Asset Management, Winslow, Evans & Crocker, Inc., and Morgan Stanley in various capacities over the past decade. 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 services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jacob Klein is a financial advisor with LPL Financial based in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including eight years with Invest Financial Corp. Prior to joining LPL Financial in 2018, he worked at Invest Financial Corp. Outside of his advisory role, Klein serves as an assistant varsity football coach at Liberty High School. 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 services, including discretionary and non-discretionary management, model portfolios, and access to research and third-party subadvisors.

James Kinsey is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at LPL Financial since 2011. Kinsey also served at Crescom Bank from 2019 to 2020 and currently holds a relationship manager role at Fidelity Bank. 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 broad range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

David Stroud is a financial advisor with LPL Financial in Springfield, OH, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2019, following three years at Wright State University. In addition to his advisory role, he performs notary public services. 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 provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Bakker is a CFP®-certified financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. His prior roles include work with Waddell & Reed Inc and involvement with community and nonprofit organizations such as Brookside CRC and Volunteers in Service. Outside of his advisory work, he owns a blog website focused on topics unrelated to investments. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide range of advisory programs, financial planning services, and brokerage solutions. The firm offers both discretionary and non-discretionary portfolio management supported by proprietary research and third-party resources.

Kenneth Galanis is a financial advisor with LPL Financial in Lancaster, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Triad Advisors, WMBC, FSC Securities Corporation, and Royal Alliance, among others. 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, supported by in-house and third-party research resources.

Alexandra Terista is a financial advisor with LPL Financial and holds a Series 66 designation. She has recently transitioned to the financial industry after four years at Eversource Energy and currently serves in the U.S. Navy Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and brokerage services, supported by both proprietary and third-party research.

Joseph Deming is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2019, he worked at United Community Bank for one year and had experience at Publix Grocery Store. He is also involved in an investment-related activity through United Community Advisors. 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 provides financial planning, advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

John Grissom Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007 and is also a partner in a traditional accounting firm. Additionally, he serves as a trustee for two family trusts in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tristin Redmon is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with LPL Financial and previously worked at J.P. Morgan Securities for 13 years. 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 advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both in-house and third-party sources.

Trey Wilkerson is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked at Hilltop Securities Independent Network for 22 years before joining LPL in 2019. In addition to his advisory work, he serves as the Mayor of Diboll, Texas. 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 range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios.

Bradford Rowe is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior experience includes roles at Consumers Credit Union, CUSO Financial Services, Fidelity, Wells Fargo Clearing Services, and USAA Financial Advisors. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Alan Mevorah is a ChFC®-designated financial advisor with LPL Financial in Odessa, FL, bringing 53 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Independent Financial Partners from 2016 to 2018. Outside of advisory services, he is an independent insurance agent selling various life and health insurance products. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and supports various investment strategies with research from internal and third-party sources.

Robert Oconnor is a financial advisor with LPL Financial in Walnut Creek, CA. He holds the Series 66 credential and has less than one year of industry experience. His background includes roles at TikTok and various educational institutions. 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, advisory programs, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Michelle Balatero is a CFP® professional with 16 years of industry experience, currently with LPL Financial since 2021. She previously worked at TD AMERITRADE from 2016 to 2021. 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, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Ross Van Klaveren is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Investment Management Company, and USAA Financial Planning Services. He is involved with Juniper Business Services & Solutions, a tax preparation and accounting firm, where he contributes to estate planning. 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 provides a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven investment solutions.

Ronald Brant is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Securities Corporation and Lincoln Financial Group from 1985 through 2024. Outside of advisory services, he owns and operates an insurance agency focused on life and annuity products. 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, various advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

John Halleran, Jr. is a financial advisor with LPL Financial in Fairport, NY, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Short is a financial advisor with LPL Financial in Cincinnati, OH, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.