Jeremy Potts is a financial advisor with LPL Financial in Raleigh, NC. He holds the Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2019, he worked for Parata Systems LLC for eleven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Richard Eisenreich is a financial advisor with LPL Financial based in Raleigh, NC. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Strata Solar and Channel Partners Capital, and has operated RetirementGeeks since 2018. 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 institutional platforms, with advice primarily delivered through a large network of investment adviser representatives.

Jonathan Dewar is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been affiliated with LPL Financial since 2007 and serves as president and owner of The Legacy Life Group, which integrates his financial wealth management and advanced insurance services businesses. Dewar also operates an online referral platform connecting clients to financial professionals and resources. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by extensive advisor tools and over $819 billion in discretionary assets under management.

Janet Fox is a financial advisor with LPL Financial based in Raleigh, NC, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has been with LPL Financial, including its predecessor LINSCO Private Ledger, since 2007. Fox also teaches business and retirement-related classes at Wake Tech Community College and NC State University's Encore Center. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.