Theresa Dutridge is a financial advisor with LPL Financial, holding a Series 66 license and seven years of industry experience. She has previously worked at OSAIC Wealth, Royal Alliance Associates, Fifth Third Securities, Fifth Third Bank, and Edward Jones. Outside of her advisory role, she serves as a State of Ohio Notary Public and provides supervision and compliance support for Savage and Associates. 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 advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary research, third-party subadvisors, and advanced portfolio management technologies.

Rob Friemoth Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. He previously worked at Cetera and Cetera Advisors LLC, where he spent a combined 13 years. Outside of advising, he is involved in a non-variable insurance business based in Toledo, Ohio. LPL Financial is an SEC-registered adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by internal and third-party research.