Lea Townes II is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2025, Lea worked at First Horizon for six years and held roles at Wells Fargo Clearing and WELLS FARGO Advisors from 2013 to 2020. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with access to research and model portfolios.

John Bergland is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo in various capacities from 2009 to 2024 before joining First Horizon Advisors and subsequently LPL Financial. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and a range of model portfolios and research resources.