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Janae R

Series 66

Dodge City, KS

LPL Financial

Janae Roman is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Farm Bureau Financial Services and AGH Wealth Advisors. Outside of advising, she is co-owner of a family farm business in Kansas. 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 range 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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Ann F

CFP®, Series 63

Dodge City, KS

LPL Financial

Ann Frigon is a CFP® professional with 34 years of experience in the financial industry, currently affiliated with LPL Financial. Her prior roles include long tenures at LPL Financial and FBL Financial Group, among others. Outside of advising, she is involved in farming activities through her business, BAR 3 FARMS, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, supported by extensive operational tools and a large network of investment adviser representatives.

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