James Durbin Jr. is a CFP® professional with 18 years of industry experience, currently associated with LPL Financial. His career includes prior roles at Kestra Advisory, Kestra Investment Services, and Wells Fargo Advisors. He is involved with Durbin Enterprises LLC, which supports his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Ker is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Woodbury Financial Services and Kestra Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a broad network of investment adviser representatives.

Lance Riley is a financial professional with seven years of industry experience, currently affiliated with LPL Enterprise. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Trustage/CMG/CBSI. Before entering finance, he worked for over a decade in the Rialto Unified School District. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services as well as insurance products through an integrated platform.