Karen Krolak is a financial advisor with LPL Financial in Toledo, OH, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for six years and has been involved with Capital Management Strategies LLC since 2017. Outside of her advisory work, she has experience in homemaking spanning 15 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Leena Bhojraj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has previously worked at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc. She also serves as a wealth advisor in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Michael Sassaman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and has operated Capital Management Strategies LLC since 2010. Outside of his advisory practice, he is involved in coaching sports and fitness activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven approaches.

John Mckenty is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has previously worked at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc. Outside his advisory role, he is involved in coaching sports and fitness activities in Toledo, Ohio. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with discretionary and non-discretionary management supported by a range of research and technology resources.

Erin Jones Briney is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Capital Management Strategies LLC and Cadaret, Grant & Co., Inc. Her other business activities include work related to non-variable insurance. 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 representatives, offering a range of advisory programs, financial planning, and brokerage services.