Dennis Durocher is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is employed as a delivery driver for UPS in his local area. 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 financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and proprietary tools.

Jeremy Bardon is a CFP® professional affiliated with LPL Financial, bringing 28 years of industry experience. He has held roles at LPL Financial since 2008, with a period at Northwestern Mutual Investment Services and BMO Harris Financial Advisors, where he continues to be involved. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives using a variety of portfolio and asset allocation strategies.