John Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and previously spent eight years at Wells Fargo Clearing. He also operates Lewis Wealth Management as a separate business activity. 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, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Ian Gordon is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and has worked there since 2008, including a prior tenure from 2008 to 2010 and then again from 2018 to the present. His previous experience includes eight years at FSC Securities Corporation. Outside of his advisory role, he is also involved in tax preparation as a tax associate with H&R Block. 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, model portfolio programs, and participant-level retirement advice, supported by operational and research tools for its network of investment adviser representatives.