Mark Young is a financial advisor with LPL Financial, holding the ChFC®, PFS™, and Series 66 credentials, and has 38 years of industry experience. He previously worked at OSAIC for 18 years and has been associated with McMorin Inc. since 2005. Outside of advisory roles, he operates a tax preparation and accounting service as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios, third-party research, and alternative strategies.

Allison Armitage is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at Blue Owl Securities LLC and Royal Alliance Associates prior to joining LPL Financial. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management along with research support from internal and third-party sources.

Theresa Young is a financial advisor at LPL Financial with 28 years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining LPL Financial in 2024, she worked at Royal Alliance Associates for 18 years and has additional experience at Investment Advisors Asset Management LLC and Berberich Trahan & Co. She is also involved part-time with Mark Young CPA, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.