Kelsey Swigart is a financial advisor with LPL Financial in Williamsburg, VA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, Swigart worked at Truist Bank for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Stephen Sigmon is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience and has worked at LPL Financial since 2009. Outside of his advisory role, he is involved in several real estate rental ventures. 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 and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jennifer Daknis is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, she is involved in non-variable insurance including life, health, long-term care, and fixed annuities. 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 various financial planning and advisory programs, including model portfolios and retirement plan consulting, with discretionary and non-discretionary management options.

Richard Pietsch is a financial advisor with LPL Financial in Williamsburg, VA, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2008. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.