Keith Jones is a financial advisor with LPL Financial in Oak Brook, IL, holding the CFP® and Series 63 designations and bringing 34 years of industry experience. He previously worked at FSC Securities Corporation for 10 years and has operated Re Direct Financial Services, a tax preparation and accounting business, since 1991. Jones also serves in a fiduciary capacity with The Jones Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management with support from in-house and third-party research.

David Lutsch is a CFP® professional with 40 years of experience in the financial services industry. He currently works at LPL Financial and has previously been affiliated with Cambridge Investment Research Advisors and FSC Securities Corporation. He has maintained his own firms, Re-Direct Financial Services Inc and Lutsch Financial Group Inc, since 2000 and 1996, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management alongside research and model portfolios.

Mariano Cinardi is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and possessing 27 years of industry experience. His background includes roles at MMC Health Insurance Solutions, Transamerica Financial Advisors, and the Heartland Institute of Financial Education. He is also active with the Joint Civic Committee of Italian Americans. 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 investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Patrick Calhan is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including WealthWave and Transamerica Financial Advisors. Calhan is also involved with the Heartland Institute of Financial Education as a Certified Financial Educator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and other institutions through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary asset management and access to model portfolios and research from multiple sources.

Andrew Powers is a CFP® professional with 37 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 10 years at FSC Securities Corporation. His outside activities include involvement in tax preparation and accounting services through Re-Direct Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.