Kathleen Cook is a financial advisor with LPL Financial in Marysville, MI, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Timothy P Bogert / AmericaGroup from 2013 to 2020. 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 various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Drew Carpenter is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. His prior work history includes positions at Tarr Financial, Allegis Global Solutions, ESS - Willsub, Michigan Tech University, Rick Hendrick Chevrolet, Northwood University, and Oxford High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffery Fox is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management & Servicing, Inc. He is involved with Senior Resources, LLC and Physicians Preferred Planning, entities focused on retirement services and planning. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad range of advisory programs and financial planning services. The firm offers both discretionary and non-discretionary portfolio management, utilizing research and model portfolios to support diversified investment strategies.