Jerald Butts is a financial advisor with LPL Financial in Beavercreek, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at LPL Financial in various capacities since 2009, with prior experience at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he operates 3 Point Wealth Strategies, an investment-related business affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

Brian Smith is a financial advisor with LPL Financial in Beavercreek, Ohio, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked with LPL Financial since 2011, with a brief period at Securities America in 2018-2019. 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 advisory programs, financial planning, and retirement plan consulting, with investment management supported by research and model portfolios.