Christopher Westerman is a CFP® with 20 years of experience in financial services. He has worked at LPL Financial since 2023 and previously spent 10 years with MassMutual Life Insurance Company and MML Investors Services LLC. Outside of his advisory role, he officiates high school basketball games in Chesapeake, VA. 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 investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management along with research from LPL and third-party subadvisors.

Robert Wilkes is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for ten years. Outside of his advisory role, Wilkes serves as a basketball coach at Norfolk Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Forrest Williams Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he spent 27 years at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. He is also involved as an insurance agent specializing in life, disability, long-term care, and group insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.