Fiona Van Stout is a ChFC®-credentialed financial advisor with two years of industry experience. She has worked at LPL Financial since 2023 and previously held roles at Thimbleberry Financial and her own firm, Fiona Marion Wealth Coaching. Prior to her financial career, she was an English teacher for five years. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and overseeing over $819 billion in discretionary assets.

Adam Drewry is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Parsonex Advisory Services, Inc. and Parsonex Securities, Inc. Beyond his advisory role, he has outside employment with Patagonia Denver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Kimberly Grandinetti is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has held advisory and consulting roles at firms including Transamerica Financial Advisors and World Financial Group. She has also led KAG Consulting LLC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational tools and a diverse suite of investment strategies.