Stephen Smith is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of industry experience. His prior work includes 16 years at Next Financial Group Inc and one year at Edward Jones. 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, supported by advanced operational and research tools.

John Atkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Cuna Mutual Group, Executive Benefits Group, Inc., KESTRA Investment Services, LLC, and Charon Planning. He is also involved in managing business entities for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies delivered through a large network of advisors using a range of discretionary and non-discretionary approaches.

Debra Nelson is a CFP® certificant with 43 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. Her prior experience includes positions at MSI Financial Services, Onyx Wealth Advisors, and VOYA Financial Advisors. Outside of advisory work, she operates a life coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to various investment strategies and technology-driven research tools while managing over $819 billion in discretionary assets through a large network of advisors.

Alan Green is a financial advisor with LPL Financial in Mt Pleasant, SC, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Petersen Investments Inc. and Equitable Advisors. Green is also a CPA and is involved in tax preparation and accounting services through his own practice and as president of Worth Our Wisdom. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.