Shannon Harris is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2022, Harris worked at Geneos Wealth Management Inc. and HBS Financial Advisors. Harris is also the president and owner of Harris Wealth & Retirement Planning, a separate business entity for tax and investment purposes. 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 range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research, model portfolios, and various advanced technologies.

John Bellingham is a CFP® with 39 years of industry experience and is currently affiliated with LPL Financial. He previously worked at Geneos Wealth Management Inc. and HBS Financial Advisors, with twelve years at each firm. His outside activities include operating a personal retirement planning business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and model portfolios.