Patrick Ward is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Money Concepts Capital Corp and runs Ward Financial. Outside of his advisory roles, Ward is involved with Benefit Planning Inc., where he conducts seminars, and Milner Financial, which focuses on non-variable insurance. 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 offers a range of advisory programs, financial planning, and retirement plan consulting supported by research, model portfolios, and various management approaches.

Brandon Sullivan is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Money Concepts Capital Corp and Benefit Planning LLC. Outside of advisory work, he was involved with Oasis Golf Club for 12 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.