Dennis Lott Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, J.W. Cole Advisors, J.W. Cole Financial, and Collaborative Investment Management. Outside of advising, he is involved in a non-variable insurance business and operates a personal business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Dana Chavez is a CFP® professional affiliated with LPL Financial, based in Fleming Island, FL, with one year of industry experience. Prior to joining LPL Financial, Chavez worked at Strategen Wealth Advisors and Ginn & Patrou, PA. Outside of financial advising, Chavez is involved with Health Pointe Jacksonville Acupuncture & Wellness Clinic. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad 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 and financial planning services supported by model portfolios, third-party research, and technology-driven solutions.

Jay Funyak is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Moralis Technologies, MassMutual, MFA Wealth, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.