Robert Klepner is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked previously at SPC, Sigma Financial Corporation, and Gladstone Wealth Group. Outside of his advisory role, he is involved in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Akshay Gupta is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2024. Outside of his advisory role, he is involved in electrical engineering through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining proprietary research with third-party model portfolios and advanced portfolio management technologies.

Jonathan Holmes is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously worked at Spc and Sigma Financial Corporation, each for 13 years. Holmes is also president of Terra Lumen Energy Partners, a business entity established for tax and investment purposes. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.