Tori Patrick is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2006. Outside of her advisory role, she teaches at Fremantle Media, dedicating approximately 10 hours per month. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by advanced operational and research tools.

Kirsten Tangeman Herve is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 27 years of industry experience. She previously worked at Ameriprise Financial Services and Protected Investors of America. She is also involved with Tangeman Wealth Management, an investment-related business associated with her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.