James Mc Elroy is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at Grove Point Advisors, Diversified Securities, and Grove Point Investments. Outside of his advisory work, he is involved in horse training and racing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Weber is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Grove Point Investments, Grove Point Advisors, Diversified Securities, and H. Beck. Outside of advisory work, he is involved in website maintenance for DSI Properties, Inc. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various management strategies.

Charles Richey is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2020, following nine years at E.K. Riley Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by a broad range of research and portfolio options.