Lori Grams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Her career includes positions at National Planning Corporation and Integrated Inc, where she has maintained involvement for more than three decades. In addition to her advisory work, she is a licensed notary. 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 advisory and brokerage services, utilizing various investment strategies and operational tools, and supports a large network of advisors managing over $819 billion in discretionary assets.

John Bird is a financial advisor with LPL Financial based in Eden Prairie, MN. He holds a Series 66 credential and has 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 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, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Thomas Berg is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has worked at LPL Financial since 2017 and previously spent time at National Planning Corporation and Integrated Inc., where he is currently president. Outside of his advisory role, he serves as an Executive Vice President involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by tools such as machine learning for operational and research purposes.

Brian Mikkelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes roles at National Planning Corporation and long-term ownership of B.L. Mikkelson & Associates and B.L. Mikkelsen. He has also been involved as a life insurance agent since 1981. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of financial planning and investment management services through a large network of advisors, employing diverse strategies and technology tools.