William Shumate is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Kovack Advisors, Kovack Securities, Next Financial Group, and FSC Securities Corporation. Outside of his advisory work, he is involved with Southmark Consulting and Southmark Financial Advisors, LLC. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adam Jurewicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc., Merrill, and Morgan Stanley DW Inc. In addition to his advisory role, he is involved with Blueway Management Inc., a non-investment related business entity. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Ellen Leboeuf is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. She previously worked at UBS Financial Services for 17 years and Merrill for 5 years. She is also involved with LeBoeuf Wealth Management LLC, an entity associated with her LPL business. 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 comprehensive advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Benedict is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and MassMutual Financial Group. Outside of his advisory work, he is involved with KAFL Insurance Resources, an insurance-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, providing both discretionary and non-discretionary account management with a range of strategic and tactical investment options.