Jack Halvorsen is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he operated under Wealth Bridge Financial Group, a DBA for LPL, for one year. His background includes work outside finance, such as positions at Southwood Golf Club and Pizza @ Tyrone Square. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment approaches including model portfolios, third-party management, and customized strategies.

Kenneth Carruba is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Waddell & Reed, Inc., Carruba Quealy & Associates, and Silent Partners Technology, where he was also a business owner. Outside of his advisory work, he has owned an insurance business and maintained involvement in investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers advisory and brokerage services supported by a broad range of investment options and operational tools, with oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Michael Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. He previously worked at Invest Financial Corp. and Transamerica Financial Advisors, with nearly a decade at each firm. Outside of advisory services, he is also an insurance agent specializing in permanent life, term life, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including access to model portfolios, third-party asset managers, and institutional platforms.