Kevin Lively is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at firms including Raymond James & Associates, Avantax Investment Services, and LiveOak Capital Inc. Outside of advisory services, he is involved in tax preparation and accounting through McKinney & Lively PC and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a range of clients, including individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, utilizing a variety of investment strategies supported by technological tools, while overseeing over $819 billion in discretionary assets.

Patrick Mckinney is a Series 66 licensed financial advisor at LPL Financial with two years of industry experience. His prior roles include positions at KPMG LLP and the law firm Mckinney & Lively, P.C. Additionally, he has worked in both academic and professional settings related to finance and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by a large network of advisors and technology tools.