Kyle Moffitt is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining LPL Financial, he worked at Goldman Sachs & Co. LLC for five years and has held roles at several other financial firms. 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 a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and various investment strategies.

William Barry is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. His background includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he has been involved with Clarkstown Recreation and Parks for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by research, model portfolios, and various investment strategies.

Travis Kellman is a CFP® professional with 20 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Next Financial Group, Inc. and Ameriprise Financial Services, Inc. Kellman is involved in Pinnacle Insurance and operates Kellman Barnes Wealth Management, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Raymond Zegger is a CFP® with 29 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at American Express Financial Advisors Inc. for 25 years, followed by Next Financial Group, Inc. He is also involved with Kellman Barnes Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary research and third-party subadvisors.