William Morgan Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials, bringing 39 years of industry experience. Prior to joining LPL Financial in 2025, he has been involved with Grove Point Advisors, LLC and Grove Point Investments, LLC for multiple years. Outside of his advisory work, Morgan serves on several nonprofit and community boards, including the Economic Development Partnership of North Carolina and the Greater Statesville Chamber of Commerce, and engages in local political activities. 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. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to provide both discretionary and non-discretionary management solutions.

Jennifer Lambert is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining LPL Financial in 2021. Outside of her advisory role, she is employed as a server at D'Laney's Sports Bar and a guest services clerk at Holiday Inn Express in Statesville, NC. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and investment research.

John Tan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Gradient Securities, LLC for 10 years and has been involved with Tkachyk Finance & Insurance Services, Inc. since 2011. Outside of his advisory work, he is a business owner of Bluesky Distillery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.