Alain Verhille is a CFP® professional affiliated with LPL Financial, based in Oklahoma City, OK, with 28 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade at each institution. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

James Wood is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America and Merrill. He also has a referral relationship with Arcadia Structured Settlements. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and incorporates various investment strategies supported by internal and third-party research.

Erikka Moore is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with LPL Financial and has previously worked at Merrill and Robert W. Baird & Co., Inc. for a combined 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and research-supported investment strategies through its network of investment adviser representatives.

Kathryn Isernhagen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith for 17 years before joining LPL Financial in 2024. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.