Stephen Salley is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, Wells Fargo Clearing, and Prudential Equity Group. He also operates Salley Wealth Management LLC as a DBA. 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, and institutional platforms, with advice delivered through a large network of investment adviser representatives using various investment strategies and operational tools.

Joseph Simon is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and possessing 28 years of industry experience. His career includes significant tenure at Pioneer Institutional Asset Management and First Command Financial Planning. He also provides investment advisory services through Good Life Advisors, LLC, an independent registered investment advisor. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Nicole Cole is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Colonial River Investments, Nicole Cole Financial Services Group, Next Financial Group, and Centaurus Financial. Cole serves as an elected school board member for Spotsylvania County Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, institutions, and retirement plan participants, utilizing both proprietary and third-party strategies.