Eric Wellons is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked with George Wealth Group, Commonwealth Financial Network, and Raymond James Financial Services. Outside of his advisory role, he is involved in a tax and investment business entity, J & E Partners PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, and various institutions. The firm supports advisors with research-driven model portfolios and third-party subadvisors while offering a broad range of financial and credit-related services.

Jeremy George is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial in Columbia, TN. His prior experience includes roles at George Wealth Group, Commonwealth Financial Network, Raymond James Financial, and Southwestern Investment Advisory Services. Outside of his advisory work, he is involved with J&E Partners PLLC, a business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with a range of strategies implemented through investment adviser representatives.

Thomas Snyder is a CFA® charterholder affiliated with LPL Financial and has four years of industry experience. Prior to joining LPL Financial in 2022, he worked with Eight Oaks Financial and served in the U.S. Air Force under the Department of Defense. 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 through a large network of investment adviser representatives. The firm offers a range of investment and financial planning solutions, including model portfolio programs and institutional platforms, supported by operational tools such as machine learning to assist advisors.