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Ashley W

Series 66

Birmingham, IA

LPL Financial

Ashley Worley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Strategic Financial Services. Outside of her advisory work, she is involved in non-investment-related ventures, including co-owning Grace Property Management LLC and participating in the Revive Entertainment Complex. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

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

Series 66

Birmingham, IA

LPL Financial

Kylie Slocum is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She previously worked at Raymond James & Associates and Cambridge Investment Research, where she spent over a decade. Outside of her advisory role, she is involved in a family handyman and repair business as well as managing Wildflour Farm LLC in Birmingham, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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

Series 66

Birmingham, IA

LPL Financial

Elizabeth Warner is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She previously worked for Cambridge Investment Research, Inc. for 15 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, 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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