Dallas Garner is a financial advisor with LPL Financial in Jacksonville, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked with LPL Financial and affiliated entities since 2014 and previously with BB&T Investment Services, Inc. from 2006 to 2014. Outside of his advisory role, Garner is involved as an independent insurance agent and works with related financial groups connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, leveraging its scale and technology tools alongside a broad platform of non-advisory financial products.

John Floyd is a CFP® with 22 years of experience in financial services, currently affiliated with LPL Financial in Jacksonville, NC. His prior experience includes roles at CresCom Bank, First South Bank, and BB&T Investment Services. He serves as a board member of Carteret HealthCare, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning solutions, model portfolios, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.