Kelly Burke is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Dublin, OH, Burke holds a Series 63 license and has worked primarily with LPL Financial throughout their career. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Lawrence Elovitz is a Series 66-licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at PNC Bank from 2011 to 2021 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Mark Farnham is a financial advisor with LPL Financial based in Dublin, OH, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2009. Farnham is involved with Farnham Wealth Management in an investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Basil Duncan III is a CFP® professional with 29 years of industry experience, currently serving at LPL Financial since 2010. He holds Series 63 and Series 66 licenses and is based in Dublin, OH. Outside of his advisory role, he works with an independent long-term care insurance broker, LTC Choices. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.