Joseph Collen is a financial advisor with LPL Financial holding a Series 66 credential and four years of industry experience. His prior work includes roles at Edward Jones, Greatest Value, and Wellgenix Health. Outside of advising, he works part-time as a courier and operates a home-based resale business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by advanced operational tools.

Kalen Dorson is a financial advisor with LPL Financial, holding a Series 66 credential and has three years of industry experience. He has worked at LPL Financial since 2019 and operates Wise World Investment Planning, which he has been involved with since 2015. Prior to his advisory career, he spent eight years in full-time education. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.