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Callen B
Series 63
Wheeling, WV
LPL Financial
Callen Bryan is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked with Cetera and operates Bryan Wealth Management LLC, which he founded in 2017. In addition to advisory services, he is involved in selling non-variable insurance products and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers diverse advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options, supported by research and technology-driven investment strategies.
Khoury K
Series 63, Series 65
Wheeling, WV
LPL Financial
Khoury Kloss is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Services. Outside of finance, he was involved with Kloss Lawn Care LLC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.
Shawn R
CFP®, Series 63, Series 66
Wheeling, WV
LPL Financial
Shawn Rohrig is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 10 years at Hazlett, Burt & Watson, Inc. Rohrig maintains a role as a non-variable insurance producer with Highland Capital Brokerage alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through its national network of investment adviser representatives.
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