Kevin Mccloud is a financial advisor at LPL Financial in Madison, WI, holding the ChFC® designation with 14 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and U.S. Bank. He is also a notary at First Business Bank. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, incorporating diverse investment strategies supported by LPL Research and third-party subadvisors.

James Myers is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018, with prior experience at First Business Bank and SII Investments, Inc. He serves as treasurer on the board of a local school district and is actively involved in refereeing basketball games. 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 provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios, supported by research from LPL Research and third-party subadvisors.

Gary Fossum is a financial advisor with LPL Financial in Madison, WI, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He worked at SII Investments, Inc. for 12 years before joining LPL Financial in 2018. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.