Jerod Cook is a financial advisor with LPL Financial in Dublin, OH, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Ameriprise and Ameriprise Advisor Services, Inc. over a span of 12 years before joining LPL Financial in 2015. 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 third-party asset management, supported by a broad platform combining advisory and non-advisory financial activities.

Keith Kimberly is a financial advisor with LPL Financial in Dublin, Ohio, holding a Series 63 designation and 31 years of industry experience. He previously worked at VOYA Financial Advisors and operated The Kimberly Financial Group for a decade. Kimberly also sells life, annuity, health, disability, and long-term care insurance as part of his business activities. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

David Bentz is a financial advisor with LPL Financial based in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and previously at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2009 to 2017. In addition to his advisory work, Bentz teaches at Columbus State Community College and is involved with Dublin Advisors LLC, a CPA affiliate program. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.