Lee Wadkins III is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Principal Securities Inc. and Principal Life Insurance Company. Wadkins also operated Orvis & Wadkins Financial Advisors, LLC for over a decade in addition to his current role. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Jeffrey Mayes is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Life Insurance Company and Orvis & Wadkins Financial Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.