Thomas Kosky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with LPL Financial since 2018 and previously spent nine years at INVEST Financial Corp. Kosky has maintained involvement with Asset Planning Group for over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Harris Kerker is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes nine years at Invest Financial Corporation and over four decades with Asset Planning Group, Inc. He is also president of Insurance Creations, Inc., an insurance agency offering group health, life, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing various investment strategies and operational support tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.