Derek Shifflett is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T, and BB&T Securities. He is also a commissioned notary in Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and a variety of investment strategies.

Loni Conley is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Northwestern Mutual in various capacities from 2014 to 2020 and spent two years at Waste Management, Inc. Outside of her advisory role, she is involved in selling sports memorabilia and vintage sports cards through online platforms. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Yvonne Harmon is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T across various affiliated entities. She is also a notary and has involvement with Wood and Waters Financial Group in an investment-related capacity. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house research and third-party subadvisors.