Jared Whittey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., FIFTH THIRD SECURITIES, Inc., and Banc One Securities Corporation. He is also an enrolled agent providing tax preparation services through Financial Tax Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment approaches through its extensive network of advisors and incorporates various operational and research tools in its platform.

Kenneth Minto Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 21 years of industry experience. His prior work includes roles at J.P. Morgan Securities from 2012 to 2020 and Chase Investment Services Corp. from 2008 to 2012. He is based in Swartz Creek, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Timothy Bright is a financial advisor with LPL Financial in Swartz Creek, MI, holding a Series 66 designation and 21 years of industry experience. His prior firms include J.P. Morgan Securities and Chase Investment Services Corp. He also operates Bright's Tax Service, providing tax preparation and accounting services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad set of financial products.