Richard Robinson is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Jacob Harris is a CFP® professional affiliated with LPL Financial in Raleigh, NC, with nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Thomas Judy & Tucker P.A. from 2014 to 2017. 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 various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.

Gary Harris is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2006. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Nathan Grooms is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. 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 various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios, research, and technology-driven solutions.

Anthony Crutchfield 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 joining LPL Financial in 2023, he worked at Ameriprise Financial Services from 2019 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 research and model portfolios.