Joseph Garrett is a financial advisor with LPL Financial in Carrollton, Georgia, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory work, he is involved in authoring through Chapel Heights Publishing, LLC. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, and offers access to model portfolios, research, and various investment strategies.

Jeremy Sabo is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is a certified USA Track & Field athletics official and is the author of a book on the history of the track and field program at Carrollton High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, providing both discretionary and non-discretionary management along with model portfolios and research support.

Steven Holmes is a CFP® with 26 years of industry experience, currently advising at LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisors LLC for five years and has operated Holmes Financial Group, Inc. since 2001. He also provides individual and business income tax preparation services through Holmes Financial Group Income Tax Services. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services supported by research from LPL and third-party subadvisors.

Helen Reeve is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Bank of America Merrill Lynch and Cannon Financial Institute, along with work at Garrett & Robinson. Between 2020 and 2022, she was a homemaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Clayton Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is involved in a firearms sales business that handles private transactions and ownership transfers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.