William Doup is a financial advisor with LPL Financial based in New Albany, OH. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Maxwell Financial Management and FSC Securities Corp. Outside of his advisory duties, he is a public speaker and owns Russ Doup WOM LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Kathryn Ufferman is a financial advisor with LPL Financial in New Albany, OH, holding the ChFC® designation and Series 63 and 66 registrations. She has 22 years of industry experience, including 14 years with FSC Agency and FSC Securities Corporation, Inc., and has been with LPL Financial since 2019. Ufferman also operates Maxwell Financial Management LLC, an affiliated investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.

Adam Hill is a CFP® professional with 32 years of experience in the financial industry, currently affiliated with LPL Financial since 2019. His prior experience includes roles at FSC Securities Corporation and founding or managing entities such as Maxwell Financial Management, Athill44, and Maxhill Group. Hill also holds a life insurance agent license and has been involved in non-variable insurance since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.