Kelly Burke is a CFP® certificant with 23 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones from 2007 to 2009. Burke is based in Dublin, Ohio. 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.

Lawrence Elovitz is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he spent ten years with PNC Bank. 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 and access to model portfolios and third-party asset management.

Mark Farnham is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones from 2007 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options and supports advisors with research and technology tools.

Basil Duncan III is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to joining LPL Financial, he worked at Equitable Advisors for seven years. He is also involved in independent long-term care insurance brokerage through LTC Choices. 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 financial planning, portfolio management, and institutional services delivered through a large network of investment adviser representatives.