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 worked previously at Avantax Investment Services, LiveOak Capital Inc, Avantax Advisory Services, and Raymond James & Associates. Outside of advising, he is involved in tax preparation and accounting through McKinney & Lively PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management approaches.

Patrick Mckinney is a financial advisor with LPL Financial, holding a Series 66 designation and approximately two years of industry experience. His prior work includes roles at KPMG LLP and McKinney & Lively, P.C. Patrick is based in Clanton, AL. 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 advisory programs, financial planning, and brokerage services supported by model portfolios and research from various sources.