Robert Parrish II is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and has 28 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools while supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Brent Wells is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2020 and previously from 2008 to 2014. His prior experience includes roles at KMS Financial, Independent Financial Group LLC, and TD Ameritrade, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supporting a broad spectrum of investment strategies.