Stephen Iaconis is a CFP® professional with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial in Birmingham, AL, where he has worked since 2012. Prior to this, he spent five years at Level Four Advisory Services. Outside of his advisory role, he is involved in the distribution of non-variable insurance products through multiple agencies. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing research from both internal and third-party sources and offering various portfolio management options and technologies.

Conrad Cook V is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Level Four Advisory Services for five years and has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Crystal Bowles is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® and Series 63 credentials. Bowles previously worked at Bridgeworth Wealth Management for eight years and had an earlier tenure at LPL Financial from 2012 to 2018. 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 broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Lexiss Gallegos is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Gallegos worked at Financial Advice and Consulting, LLC and Fisher Investments. The firm serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.