Kevin Mangam is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and has operated the Mangam Agency since 2015. In addition to advisory services, he is involved in non-variable insurance sales, including health, life, and group insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Francis Obrien is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at AIG Capital Services, Inc. and Hightower Securities, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Krisha Ashton is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for three years and Merrill for eight years. 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 combined with research-driven investment management and various technology-enhanced solutions.

Michael Zawadiwskyi is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include seven years at Next Financial Group and four years at AXA Advisors, LLC. Outside of his advisory work, he is involved in a family-run real estate rental business. 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 financial planning and advisory programs alongside retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Mangam Jr. is a CFP® with over 52 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked for more than four decades at Cadaret, Grant & Co., Inc. He also operates the Mangam Agency and has a side activity as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by extensive research and technology.