Michael Allard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial, previously LINSCO/PRIVATE LEDGER, since 2005. Outside of advising, he is involved with Calbay Investments, Inc., focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside diverse investment strategies and technology-supported portfolio solutions.

Dylan Bell is a financial advisor with LPL Financial based in Danville, CA. He holds the Series 66 designation and has eight years of industry experience. His prior work includes positions at Hillis Financial Services and DoorDash, alongside nearly a decade in full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-driven strategies.

John Hannon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Strategic Wealth Advisors Group and Ameriprise Financial Services. 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, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Clark Geranen is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Cordoba Corporation and Parsons Corporation. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement consulting, and brokerage services. The firm provides discretionary and non-discretionary management with access to model portfolios, research, and a range of strategic and tactical investment approaches.

John Slonaker is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Hall Equities Group and Ginsberg Financial Services. 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 various advisory programs and financial planning services, providing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.