Joseph Donaldson is a financial advisor with LPL Financial in Auburn, Alabama, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Edward Jones, Raymond James Financial Services, Donaldson Financial Services, and WPU, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Andrew Greene is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. Prior to joining LPL in 2026, he worked at Raymond James Financial Services Advisors and Edward Jones. Greene also operates Greene Financial, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and extensive non-advisory financial activities.