Kelli Phifer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes long tenures at Investment Centers Of America, Inc. and First State Bank of Wheatland prior to joining LPL Financial in 2017. Outside of her advisory work, she owns a business entity, Kelli Phifer LLC, for tax and investment purposes. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Nico March is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is associated with several business entities unrelated to investment activities. LPL Financial serves a broad client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a large network of investment adviser representatives.