Neil Rabb is a financial advisor with LPL Financial in Asheboro, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior work includes roles at Nsllc and Nationwide. Outside of advisory work, he is involved in non-variable insurance activities and serves as an insurance broker. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with various model portfolios and research.

Steve Williams is a financial advisor with LPL Financial, holding Series 66 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nationwide Securities LLC and Nationwide Financial from 2012 to 2020. Outside of advising, he is active as an agent in non-variable insurance through Financial Independence Group and Insurance Associates of the Triad. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management alongside research-supported strategic and tactical model portfolios.