Eric Wellons is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at George Wealth Group, Commonwealth Financial Network, Southwestern Investment Advisory Services, and Raymond James Financial Services Advisors. Outside of advising, he is involved with J & E Partners PLLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Jeremy George is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at firms including George Wealth Group, Commonwealth Financial Network, and Raymond James Financial. Jeremy is also involved with J&E Partners PLLC, a business entity for tax and investment purposes. 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, incorporating discretionary and non-discretionary management supported by research and technology-driven solutions.

Thomas Snyder is a CFA® charterholder and financial advisor with LPL Financial, bringing four years of industry experience. Prior to joining LPL Financial in 2022, he worked briefly at Eight Oaks Financial and served in the U.S. Air Force. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing a range of model portfolios and research to support diversified investment strategies.