Charles Previs is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 38 years with Waddell & Reed and various insurance carriers. In addition to his advisory work, he is involved with Associates of Clifton Park on non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and various management options.

Allan Telech is a financial advisor with LPL Financial in Bethel Park, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. His career includes over two decades with Waddell & Reed, INC. and various insurance carriers through W & R Insurance Agencies. In addition to his advisory work, he has engaged in seasonal accounting and tax services under a non-investment-related contract. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches across its national network of investment adviser representatives.

Nathan Woods is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for Lincoln Financial Securities Corporation for ten years. Outside of his advisory role, Woods is the owner of an insurance agency, Jefferson Financial Group LLC, based in Bethel Park, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Jerome Boring Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Waddell & Reed, INC. and various insurance carriers. His career also includes a period operating under his own name from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.