Susan Kerr is a financial advisor with LPL Financial based in Tallahassee, FL. She holds a Series 66 designation and has 15 years of industry experience. Her prior roles include positions at Ameriprise, Wells Fargo Clearing, Mass Mutual Investors Services, and UBS Financial 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 provides a range of advisory and brokerage services, including financial planning and access to various model portfolios and third-party asset managers.

Benjamin Welter is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior work includes roles at Capital City Banc since 2010, INVEST Financial Corp from 2010 to 2018, and Hancock Whitney Investment Services Inc. from 2007 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services through a broad network of investment adviser representatives to individuals, institutions, and retirement plan participants. The firm offers various financial planning and portfolio management solutions, utilizing both proprietary and third-party resources.

Gregory Mayes is a financial advisor with LPL Financial in Tallahassee, FL, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Capital City Bank, SunTrust Advisory Services, and Merrill, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Jon Dasher is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Capital City Bank, Capital City Trust Company, Morgan Keegan & Company, LLC, and Seminole Boosters Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, with access to model portfolios, third-party management, and institutional platforms.