Jennifer Gould is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with LPL Financial and previously worked at Wells Fargo Clearing Services LLC and BlackRock, where she spent 4 and 11 years, respectively. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Gerardo Soriano is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. Soriano is also a licensed long-term care insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of advisors.

David Kirkby is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is involved in basic tax preparation and accounting through Kirkby, Phelan & Associates, CPA. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Marybeth Moran is a financial advisor at LPL Financial with 30 years of industry experience. She has been with LPL Financial since 1999 and holds the Series 63 and Series 65 licenses. Outside of her advisory role, Moran serves as a for-profit board member of McHenry Community Bank and is involved in a CPA firm, Kirkby, Phelan & Associates CPA, LLC. 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 range of financial planning and investment management services through a large network of advisors utilizing a variety of strategies and technology tools.

John Bantug is a financial advisor with LPL Financial in Bloomingdale, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Bantug is a partner in Capital Investors Group Holdings, LLC, a business entity for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.