Drew Carpenter is a financial advisor with LPL Financial holding the Series 66 designation. He has been in the industry since 2024, with prior experience that includes roles at Tarr Financial, Allegis Global Solutions, and Michigan Tech University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced operational and research tools.

Jeffrey Lovett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. His previous roles include positions at Nationwide Securities, Inc. and cfd Investments, Inc. He is connected with multiple business entities used for tax or investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning, model portfolio programs, and institutional platforms.

Jonathan Suzio is a financial advisor with LPL Financial and holds the Series 66 designation. He has six years of industry experience, including previous roles at Capstone Wealth Management and Varroc Lighting Systems. Outside of advisory work, he is a commissioned notary public and provides tax preparation services through Capstone Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and access to third-party asset managers, supporting advisors with a variety of discretionary and non-discretionary strategies.