Jason Holt is a financial advisor with LPL Financial in Kannapolis, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Linsco Private Ledger Corp for 25 years. His outside activities include serving as an independent insurance agent specializing in fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services with discretion over a broad range of investment strategies and access to extensive research and technology.

Irene Chandler is a financial advisor with LPL Financial in Kannapolis, NC, holding Series 63 and Series 66 licenses and over 22 years of industry experience. Her prior roles include positions at SunTrust Securities and SunTrust Advisory Services. Outside of her advisory work, she owns a small business sewing baby quilts and works as a floral designer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.