Charlton Rochester is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial and its predecessor since 2007. Outside of his advisory role, he is also an insurance agent with Dixon Wells. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Jason Osborne is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he served with the Alabama Law Enforcement Agency for 26 years. 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 advisory programs, financial planning, and retirement plan consulting with access to model portfolios, third-party research, and various portfolio management options.

Joseph Shortt is a financial advisor with LPL Financial in Madison, Alabama, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved in cattle farming in Alabama. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, model portfolios, and specialized services for institutional clients.

David Fanning is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Linsco/Private Ledger Corp., a part of LPL Financial, since 2005. Outside of his advisory role, he is involved as an evangelist, traveling to churches to discuss a religious brotherhood known as "The Gospel of Christ." LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning and various advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Vallely is a financial advisor with LPL Financial in Madison, Alabama, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, Vallely is active as a songwriter and artist, posting original music on various streaming platforms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Stephen Jackson is a financial advisor with LPL Financial in Madison, Alabama, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2007 and dedicates a portion of his time to the sale of fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.