Robert Allison is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies for 27 years. Allison continues to be involved in insurance sales through his role with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by advanced operational and research tools.

Robert Allison Jr. is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Waddell & Reed and various insurance carriers affiliated with W&R Insurance Agencies. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting diverse investment strategies and leveraging operational technology.