Kevin O'Connor is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 20 years and has been involved with Buffalo Brokerage Support, Inc. since 1991. Outside of advising, he serves as president of Buffalo Brokerage Support, Inc., a third-party administrator. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

James Glownia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1991. In addition to his advisory role, he is involved in fixed non-variable insurance sales through Glownia Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, delivering both discretionary and non-discretionary management supported by various model portfolios and research resources.

John Downing is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial and also operates Downing Financial Group. His prior experience includes roles at Cadaret, Grant & Co., Inc., and Goodway Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of advisers. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.