Joel Taliaferro is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Inkpointe Financial Group, Accumulus Financial Group, and Waddell & Reed Inc. He also has experience in insurance agencies and property management. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Duncan White is a Series 66 licensed financial advisor with LPL Financial, based in Irmo, South Carolina, and has 16 years of industry experience. His prior roles include positions at Inkpointe Financial Group, Accumulus Financial Group, and Waddell & Reed. He has also been involved with community organizations such as the Deerfield Elementary PTO and the Lexington Chamber of Commerce. 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 leveraging model portfolios, third-party subadvisors, and customized strategies across various asset classes.