Michael Davis is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, with prior experience at Stifel and Morgan Stanley. 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 financial planning and portfolio management services through a large network of investment adviser representatives.

Aaron Roman is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Osaic Institutions, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he serves as head soccer coach for a youth soccer team with the Wesley Chapel Weddington Athletic Association. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

Gregg Nelsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 30 years and has led Nelsen Financial since 2002. In addition to advisory work, he dedicates a significant portion of his time to insurance sales, including life, long-term care, disability, and fixed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services, including financial planning and institutional platforms.