Teresa Russell is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. She worked at New England Securities for two years before joining LPL Financial in 2014. Outside of her advisory role, she is involved in sales for JuicePlus, a nutritional products company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of advisory services including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and a large network of over 22,800 advisors.

Brian Sweeney is a financial advisor with LPL Financial in Columbus, OH, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Raymond James Financial, PNC Wealth Management, and Merrill. Outside of his advisory role, he is involved with Greyson Tax & Consulting as a tax consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing multiple strategies including model portfolios and third-party subadvisors.