Joshua Lorek is a financial advisor with LPL Financial, holding a Series 66 designation and having 29 years of industry experience. He has worked at LPL Financial since 2018 when he began through Ohio Investment Partners, with prior experience at Cetera Advisor Networks. Outside of his advisory role, he is involved in several investment-related business entities in Fairview Park, Ohio. 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, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Scott England is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Cambridge Investment Research, Symmetry Financial Group, and Contemporary Concepts. Outside of his advisory work, he is involved with Advocare International L.P., a multi-level marketing business. 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, including model portfolios and research support, and provides both discretionary and non-discretionary management across its offerings.

Christopher Edelman is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Raymond James Financial 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 offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and technologies.

Stefanie Theuer is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial since 2021 and has a long tenure with BMO Harris Financial Advisors, Inc., BMO Harris Bank, and affiliated entities dating back to 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and managed portfolio options supported by proprietary and third-party research.

Noah King is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Raymond James & Associates, Ameriprise Financial Services, and Capital City Bank before joining LPL Financial. He is based in Panama City, FL. 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 various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party model portfolios.

Susan Hinckley is a financial advisor at LPL Financial with eight years of industry experience. Her prior roles include working with The Florida Orchestra, Inc. and a period of self-employment combined with extended travel. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Cynthia Tysver is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and offering 27 years of industry experience. She has worked at LPL Financial since 2019 and has been associated with Allen & Company of Florida, Inc. since 2012. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Herbert is a financial advisor with LPL Financial in Harrisburg, PA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at PNC Investments and Principal Life Insurance Company. Herbert is also associated with PSECU Financial Services, a business available through LPL Financial. 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 consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Kevin Baker is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for a combined 10 years. Baker is also licensed to sell life insurance, including term and permanent policies, as well as long-term care and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, third-party research, and technology-driven investment solutions.

Weston Poulos is a financial advisor with LPL Financial in Wilmington, NC, holding CFP® and Series 66 credentials and with nine years of industry experience. He previously worked at MML Investors Services, LLC, and Mass Mutual Life Insurance Co. Outside of his advisory role, he is a partner in Spectrum Wealth Strategies, LLC. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management, utilizing research and model portfolios from internal and third-party sources.

Joseph James III is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial in Arlington, TX. His prior roles include positions at Greater Texas Federal Credit Union, MML Investors Services, MassMutual Life Insurance Company, Financial Planning Services, and USAA Financial Advisors. He serves as Vice President Investment Services Program Manager at Greater Texas | Aggieland Credit Union. LPL Financial is a 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 consulting, and brokerage services with both discretionary and non-discretionary management supported by model portfolios and research.

John Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes 15 years at both New England Schooner, Inc. and Royal Alliance Associates. He is also associated with BULLBUFF LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and services, including retirement plan consulting, model portfolios, and technology-driven investment strategies.

Robert Clements Jr. is a financial advisor with LPL Financial in Wayne, PA, holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Global Retirement Partners, LLC and Private Advisor Group, LLC. He is involved in life insurance brokerage and operates Clements Financial LLC for tax and liability purposes. 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 broad range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to diverse model portfolios and research.

Tyler Wofford is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 credential and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and US Bank. Prior to his advisory roles, he was involved with That's Natural Marketing and Consulting. 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, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Lauralea Cobb is a financial advisor with LPL Financial in Lexington, KY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Robert Baird & Co., and JJB Hilliard WL Lyons LLC. She also serves as a financial advisor assistant for Central Investment Center, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Samuel Wensink is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Money Concepts Capital Corp and Money Concepts from 2016 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alexis Gaspard is a CFP® professional with 18 years of industry experience, currently associated with LPL Financial since 2024. Prior to joining LPL Financial, Alexis worked for Andre Caubareaux for 12 years and Crown Capital Securities for 17 years. Alexis also operated Alexis Gaspard Marketing from 2006 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by in-house and third-party research, with discretionary and non-discretionary management options.

Jennifer Neeley is a CFP® professional with five years of experience in the financial industry, currently advising through LPL Financial in Bellingham, WA. Her prior work includes roles at Ellevest, Morgan Stanley, UBS Financial Services, and Lincoln Financial Advisors, among others. She is involved in Everline Financial, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered adviser and broker-dealer serving a diverse clientele, including individuals, retirement plans, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cynthia Skaggs is a CFP®-certified financial advisor with LPL Financial in Atlanta, GA, where she has worked since 2011. She has 23 years of experience in the industry. Skaggs is involved with fixed insurance products and manages insurance cases through The National Benefit Corporation, which acts as her general agent for insurance analysis and back-office support. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services using both discretionary and non-discretionary management approaches.

Ronald Newlin is a financial advisor with LPL Financial based in Lancaster, TX, holding the Series 66 designation and bringing 12 years of industry experience. His prior work includes roles at Edward Jones from 2014 to 2017 and Neighborhood Credit Union since 2017. He also serves as a relationship manager and trust officer at Members Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 supported by research and technology-driven portfolio management.