Atlanta, GA Cumberland Boulevard SE Office

James Brooker is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with LPL Financial and previously spent 15 years at Northwestern Mutual in various roles. Based in Atlanta, GA, Brooker’s background includes wealth management and investment 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, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Brandon Porter is a CFP®-designated financial advisor with over 9 years of experience, currently affiliated with LPL Financial since 2026. He previously worked for Northwestern Mutual in various roles from 2015 to 2026. Outside of financial services, he has been involved with X3 Sports for more than a decade. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Lingel is a Series 66-licensed financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Cetera Advisors, and Wells Fargo Clearing. He is based in Atlanta, GA. 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, and retirement consulting, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Andrew Runnion is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked for Northwestern Mutual in various roles from 2009 to 2026. Outside of advisory work, he serves as a member-at-large for his local homeowners association in Marietta, Georgia. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.