Richard Vining is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. His prior roles include positions at Commonwealth Financial Network, V Financial Advisors, LLC, and SWBC Investment Services. Outside of advisory work, he is involved in tax preparation and serves as a trustee for two non-client revocable trusts. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

Michael Cantor is a financial advisor with LPL Financial in East Lansing, MI, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked with LPL Financial and Commonwealth Financial Network, and co-owns Financial Technology, Inc., a company that facilitates securities business and TPA services. 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 range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Charles Herrold is a CFP® and ChFC® with 46 years of industry experience, currently serving as a financial advisor with LPL Financial. He has worked with Commonwealth Equity Services, Inc. for 29 years and is the chairman and co-owner of Financial Technology, Inc. Outside of his advisory work, he serves as the president of the GT Bayview Condo Association homeowners association. 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 institutions. The firm provides a wide range of investment programs and utilizes both proprietary research and third-party subadvisors while supporting its advisors with advanced operational tools.

Evan Klump is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Commonwealth Financial Network and Equitable Advisors, LLC. Outside of advising, he works as a logistics coordinator for BKI Exports, Inc. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Sara Frank Hepfer is a CFP® with 20 years of industry experience, currently with LPL Financial since 2026. She previously worked at Commonwealth Financial Network for 12 years and Edward Jones for 7 years. Outside of her advisory role, she serves as co-owner and corporate secretary of Financial Technology, Inc., and has participated as a speaker on networking tactics in East Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing technology and model portfolios, and supports over 22,900 advisors managing more than $819 billion in discretionary assets.

Brian Shepard is a financial advisor with LPL Financial in East Lansing, MI, holding a Series 66 designation and 14 years of industry experience. He is co-owner and vice president of Financial Technology, Inc., a company facilitating securities business and TPA services. Shepard also spends part of his time on fixed insurance sales conducted at his branch location. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.