Lori Grams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at LPL Financial since 2017 and previously was with National Planning Corporation and Integrated Inc, where she continues an ongoing role dating back to 1993. In addition to her advisory work, she serves as a notary. 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, model portfolios, and retirement plan consulting.

John Bird is a financial advisor with LPL Financial based in Eden Prairie, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Integrated, Inc. Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Nuveen Asset Management, and Pentair plc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Thomas Berg is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor with LPL Financial since 2017. He previously worked at National Planning Corporation and has been involved with Integrated, Inc. since 2001, where he holds the position of President. Berg also has a role as Executive Vice President in fixed insurance sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by model portfolios, research, and diversified investment strategies.

Brian Mikkelson is a financial advisor with LPL Financial in Eden Prairie, MN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation. He has operated his own firms, B.L. Mikkelson and B.L. Mikkelson & Associates, since the 1980s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by in-house and third-party research.