William Odonnell is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Securities America Advisors. In addition to his advisory role, he serves as a FINRA arbitrator and is an author with Heartland Publications. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, portfolio management, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm offers a range of advisory strategies supported by research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Kerry Monif is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Black Oak Investment Counsel for 10 years and Securities America Advisors, Inc for 14 years, among other roles. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.