Somer Taylor is a financial advisor at LPL Financial with five years of industry experience. Taylor holds a Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab, CWM, LLC, Cetera Advisor Networks, and Hal Otey Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to research and model portfolios.

Lindsey Rhea is a CFP® with 18 years of experience in the financial industry. She has been with LPL Financial since 2021 and previously worked for Wells Fargo Advisors Financial Network LLC for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Crystal Walker is a CFP® professional with 26 years of industry experience. She currently works with LPL Financial, where she has been since 2021, and has previous experience with Wells Fargo Advisors and Davis Financial Advisors. Walker is also a commissioned notary in the state of Tennessee. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering discretionary and non-discretionary portfolio management supported by research and model portfolios.