Christopher Geoghegan is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. for eight and nine years, respectively. Outside of his advisory role, Geoghegan is involved in several business entities, including an insurance agency and private wealth management under the MG Partners brand. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, as well as access to model portfolios, research, and institutional investment solutions.

Sarah Montgomery is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked for Truist Investment Services, Inc. for ten years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 along with model portfolios and research from multiple sources.

Tomohiko Minami is a CFP® and CFA® professional with 10 years of experience in the financial industry. He has worked at LPL Financial since 2024 and previously held positions at SunTrust Advisory Services and Suntrust Investment Services, Inc. Minami has involvement with a private wealth entity and an insurance agency in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.