Jerod Cronkite is a CFP® with 19 years of experience in financial advising, currently with LPL Financial since 2024. He previously worked at Ameriprise and Edward Jones, with a background that includes managing property through his own business for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Georgiana Darie is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, she worked at Ameriprise from 2021 to 2024. Outside of financial services, she is involved in the restaurant industry, managing Long Grain Restaurant since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Jesse Bifulco is a financial advisor with LPL Financial based in Camden, ME, holding a Series 65 designation and six years of industry experience. He previously worked at Penbay Financial, LLC, and has over a decade of legal experience as an attorney, including running his own law practice. Outside of advising, he is involved with Penbay Estate Planning Law Center and Penbay Title LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by extensive research and technology integration.

Charles White Jr. is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Ameriprise Financial Services and Raymond James Financial Services. Outside of his advisory role, he is involved with Cronkite and White, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.