Jeffrey Callan is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL since 2025 and previously spent a decade with CUSO Financial Services and over 11 years at Apple Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory and brokerage services supported by model portfolios, research, and various program offerings.

Nicole Wright is a financial advisor at LPL Financial in Alexandria, VA, holding a Series 66 designation with nine years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, Fidelity Investments, Raymond James & Associates, and CUSO Financial Services. Outside of advisory work, she has experience in the hospitality sector, having been involved with Parallel Wine Bistro. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.