Catherine Coombe is a CFP® professional with over 31 years of experience in the financial services industry. She is currently with LPL Financial and has previously operated Coombe, Bender & Company LLC since 2000 and Coombe Financial Services, Inc. since 1994. She serves as secretary and finance committee chair on multiple insurance company boards. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with research and model portfolio support.

Philip Coombe III is a CFP® professional with 42 years of industry experience. He is currently with LPL Financial since 2024, having previously operated Coombe Financial Services, Inc. for 23 years. Coombe is also a co-owner and managing member of CBC HOLDCO LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jarryd Killian is a financial advisor at LPL Financial with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Coombe, Bender & Co, BNP Paribas Asset Management, and Ovations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.