Allison Coleman is a financial advisor with LPL Financial, holding the Series 66 designation and five years of industry experience. Her background includes roles at CWM Private Wealth, Commonwealth Financial Network, and the Center for Wealth Management. She is also involved in fixed insurance sales as an additional business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform of advisory and brokerage services. The firm offers various investment strategies and utilizes technology tools to support its network of over 22,900 advisors.

Robert Moore is a financial advisor with LPL Financial in Auburn Hills, MI, holding CFP® and ChFC® designations and over 24 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Center For Wealth Management, Mass Mutual, and Metlife Securities. He is involved in tax preparation and accounting services through Center for Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Justin Williamson is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Commonwealth Financial Network, Center for Wealth Management, Mass Mutual Investors Services, and MetLife Securities. Williamson is a co-owner of Center for Wealth Management, LLC, where he spends the majority of his time managing securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, while supporting advisors with technology tools for research and operations.

Jeffrey Steele is a CFP® and ChFC® with 36 years of industry experience. He is currently with LPL Financial and previously worked at firms including Commonwealth Financial Network, Center for Wealth Management, Mass Mutual, and Metlife Securities. 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 advisory and brokerage services through a large network of investment adviser representatives and provides a range of financial planning and asset management solutions.

Morgan Warner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Warner held positions at CWM Private Wealth, Commonwealth Financial Network, Center for Wealth Management, Raymond James & Associates Inc., Plante Moran, and other firms. Outside of finance, Warner has experience with Eastside Tennis and Fitness. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.