James Brannon III is a financial advisor with LPL Financial in Chattanooga, TN, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2009 and has prior experience at firms including Ameriprise and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Zachary Lucas is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at OSAIC and Savage & Assoc Inc. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management services through a large network of advisors.

Christopher Zuaro is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at SCF Securities, SCF Investment Advisors, First Command Financial Planning, and Allstate Insurance Co. Zuaro is also involved with Kelly Financial Group, where he spends part of his time on non-variable insurance and investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party managers, and customized strategies, supported by advanced operational and research tools.

Paul Okonoski is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank. Outside of his advisory role, he co-owns a coffee shop business currently under construction in Mesa, Arizona, which is managed by his wife. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steve Hose is a financial advisor at LPL Financial with 31 years of industry experience. He has held positions at LPL Financial since 2010, previously working at M&T Securities, Inc. and Raymond James Financial Services, Inc. He is registered with Series 63 and Series 65 credentials and is involved with The Hose Group, which includes non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing various investment strategies and tools to support its extensive network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Jeffrey Vandiver is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Vandiver is a partner in BRJK, LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Michael Kijowski is a financial advisor with LPL Financial in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2011 and previously was with Peoples Bank from 2005 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

John Wofford III is a financial advisor with LPL Financial in Victoria, TX, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Cambridge Investment Research Advisors and James R. Henry, CLU, CHFC. Wofford is also involved with James R. Henry, CLU & Company, which provides fixed life, long-term care, and disability income insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Christie Severino is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at CUNA Brokerage Services, CUSO Financial Services, and Truliant Federal Credit Union. She is also involved with Allegacy Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research, technology, and various institutional platforms.

Liam Buchanan is a financial advisor with LPL Financial in Gainesville, FL. He holds a Series 66 designation and has begun his advisory career in 2026, previously working at Gateway Financial Partners and VyStar Credit Union. His background also includes experience outside finance, such as roles at Salumeria 104 and educational institutions including the University of North Florida and Buchholz High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Jodi Rudd is a CFP® professional with 10 years of industry experience, currently associated with LPL Financial in Casper, WY. Her work history includes multiple roles within LPL Financial and prior positions at firms such as Raymond James Financial Services and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Donald Kainer is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. He has worked at LPL Financial since 2009, following previous roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Donovan Ehrman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 30 years of industry experience. His prior roles include positions at CUNA Brokerage Services, 1 St Midamerica Credit Union, Fidelity, and Raymond James Financial. Outside of his advisory work, Ehrman serves as an assistant baseball coach and JV basketball coach at Father McGivney Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a network of advisers, utilizing model portfolios, third-party managers, and customized strategies.

Forrest Miles is a financial advisor with LPL Financial in Hagerstown, MD, holding Series 63 and Series 65 credentials and having 41 years of industry experience. His prior roles include positions at PNC Investments, Truist Investment Services, and Davenport & Company LLC. Outside of his investment advisory work, he is involved with Miles Financial Solutions LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, supported by various advisory platforms and operational tools.

Katarzyna Diamond is a financial advisor at LPL Financial with one year of industry experience and holds a Series 66 designation. She previously worked at Valic Financial Advisors, Inc. for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies across various platforms.

Vivian Chuan Sun is a financial advisor with LPL Financial based in San Ramon, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, Wells Fargo Investments, and Citicorp Investment Services. She is a founder, member, and secretary of the Five Loaves & Two Fishes Global Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Gina Katrinak is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cetera for 10 years. In addition to her advisory role, she serves as a Wealth Management Coordinator for Utilities Employees Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives.

Robert Yarbrough Jr. is a financial advisor at LPL Financial with 10 years of industry experience and a Series 66 designation. His work history includes roles at Cetera, Edward Jones, and his own firms, Yarbrough Capital Advisors and Yarbrough Financial Group. He is also active as a content creator and conducts seminars and workshops through Yarbrough Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Dennis Durocher is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is employed as a delivery driver for UPS in his local area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and proprietary tools.

John Heintjes is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Cetera, Bank of America, Merrill, and Wells Fargo Clearing. He operates JPH Wealth Management LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a variety of investment strategies supported by advisor-facing technology.