Timothy Lanier is a CFP®-credentialed financial advisor with 17 years of industry experience, currently associated with LPL Financial since 2023. He previously worked at Valic Financial Advisors for 11 years and at Agia for one year. Lanier operates Lanier Wealth Management LLC as an additional business activity. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jessica Biery is a financial advisor with LPL Financial holding ChFC® and Series 66 designations and six years of industry experience. She has worked at several firms including VALIC Financial Advisors and Agia. Outside of her advisory work, she is a co-owner of a real estate rental business in Jacksonville, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.