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Jonathan V

Series 66

Birmingham, AL

LPL Financial

Jonathan Vogel is a financial advisor with LPL Financial in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Co, and Parkland Securities, among others. Outside of his advisory work, he produces the enDURABLE Entrepreneur Podcast and is active as a musician. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through its extensive network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lawrence W

CFP®, Series 66

Birmingham, AL

LPL Financial

Lawrence Wall is a CFP®-designated financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has held roles at several firms including Cambridge Investment Research and Ameritas Investment Company. Wall is also involved with Crump Insurance in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dustin M

Series 65, Series 63

Birmingham, AL

LPL Financial

Dustin Mc Nutt is a financial advisor with LPL Financial in Birmingham, AL, holding Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in healthcare business ventures including Vital Care of South Dallas and South Dallas Infusion LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a broad range of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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