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Dustin S

CFP®, Series 66

Columbus, GA

LPL Financial

Dustin Stokes is a CFP® professional with 12 years of industry experience and is currently with LPL Financial. Prior to joining LPL in 2025, he held roles at Synovus Bank and Synovus Securities from 2014 to 2025. Outside of his financial career, he has been involved with Mid Tree Church since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph Y

CFP®, Series 66

Columbus, GA

LPL Financial

Joseph Young is a financial advisor at LPL Financial in Columbus, GA, holding the CFP® designation and Series 66 license with 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Synovus Securities, Inc. and Synovus Bank from 2003 through 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lori L

Series 63, Series 66

Columbus, GA

LPL Financial

Lori Land is a financial advisor with LPL Financial in Columbus, GA, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She previously worked at Synovus Bank and Synovus Securities, Inc. for a combined 20 years before joining LPL Financial in 2025. Outside of her advisory work, she is involved with business entities related to tax and investment purposes and manages a real estate rental property in Panama City Beach, FL. 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 institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Charity K

Series 66

Columbus, GA

LPL Financial

Charity Keller is a Series 66 licensed financial advisor with six years of industry experience. She is currently with LPL Financial and previously worked at Synovus Securities, Inc. and Synovus. Outside of finance, she has experience in the automotive repair industry as an alloy wheel repair specialist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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