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Laura M

Series 66

Peoria, IL

LPL Financial

Laura Morris is a financial advisor with LPL Financial, holding a Series 66 credential and based in Peoria, IL. She began her career at LPL Financial in 2025 and has prior experience working in various roles at Citizens Equity First Credit Union and educational institutions. Outside of finance, she has held positions in the food service industry and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Gaeb P

Series 66

Peoria, IL

LPL Financial

Gaeb Parry is a Series 66-credentialed advisor at LPL Financial with one year of industry experience. His prior work includes roles at Cefcu, Equitable Advisors, and involvement with the Peoria Riverfront Museum and Western Illinois University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

College savings (529s, UTMA, etc.)
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Joleen P

Series 63, Series 66

Peoria, IL

LPL Financial

Joleen Parsons is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior experience includes roles at J.J.B. Hilliard, W.L. Lyons, LLC and Cefcu. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

College savings (529s, UTMA, etc.)
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Terry S

Series 66

Peoria, IL

LPL Financial

Terry Schultz is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at CUNA Brokerage Services, Inc. and Cefcu, where he has been employed since 1988. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Frank F

Series 66

Peoria, IL

LPL Financial

Frank Francis Jr. is a financial advisor with LPL Financial in Peoria, IL. He holds the Series 66 designation and has been with LPL Financial since 2022. His prior work experience includes roles at Cefcu and several other companies across various industries. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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