Lemuel Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and A. G. Edwards & Sons, Inc. He is also involved as a non-variable insurance agent with Sage Insurance Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors across discretionary and non-discretionary strategies.

Robert Furlong is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years with Horace Mann Investors, Inc. and Horace Mann Companies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisors with a broad range of strategies and operational tools.

Maximillian Philipp is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for four years and spent nine years at WFXB FOX TV before entering the financial sector. Outside of advisory work, he is a business owner of Carolina Duck Co., a non-investment-related enterprise. 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 through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Bony Peace V is a financial advisor at LPL Financial with one year of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, he was involved with Peace SVN and SVN Denver, and has experience outside finance including roles at Franks Outback and Topgolf. He also operates Peace Sothebys, a mortgage and real estate services business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Matthew Falcon is a financial advisor with LPL Financial, holding a Series 66 designation. He joined the industry in 2025 and also has experience working with Harbor Financial Group. Prior to his advisory career, he held various roles including positions at Coastal Carolina University and Horry-Georgetown Technical College, as well as entrepreneurial experience with The Boat Shed Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.