Kristen Robinson is a financial advisor with LPL Financial in Punta Gorda, FL, holding a Series 66 credential and five years of industry experience. Prior to her advisory role, she worked in various positions including at Publix and Keller Williams Salty Properties. Outside of financial services, Kristen operates a home-based bakery business, Kristen's Kookies, selling products at farmers markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marshall Robinson is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with firms including Englewood Bank, INVEST Financial Corp, Aura Asset Management, Banc One Securities, and UBS Financial Services. Robinson is also involved with Bedrock Asset Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing both proprietary and third-party investment strategies.