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Charles C

Series 63, Series 65

Kailua Kona, HI

LPL Financial

Charles Cope is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial Services and Morgan Stanley, among other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Taylor E

CFP®, Series 63, Series 65

Kailua Kona, HI

LPL Financial

Taylor Easley is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® designation and has worked previously at Raymond James Financial Services and Morgan Stanley. Easley is also a business owner of Easley Corporation in Kailua Kona, HI. 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, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Esai E

Series 66

Kailua Kona, HI

LPL Financial

Esai Easley is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Raymond James Financial Services and operated Easley Wealth Management. His background also includes roles outside finance, such as positions at Paradise Valley Country Club and Sporting Kansas City. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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