Michael Speakman is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked at The Vanguard Group, Inc. for five years and established The Speakman Financial Group in 2017. He has also participated in paid video interviews with Pacific Life. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and various technology-driven investment strategies.

Charlene Logan is a financial advisor with LPL Financial in Pittsburgh, PA, holding a ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including prior roles at National Planning Corporation and operating The Speakman Financial Group since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management options.

Katie Byers is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017. Prior to that, she was with National Planning Corporation for eight years. She also operates Speakman Financial, a business affiliated with her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Kline is a Certified Financial Planner® at LPL Financial with four years of industry experience. He previously worked at BNY Mellon Wealth Management for five years before joining LPL Financial in 2021. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.