Beavercreek, OH 3610 Pentagon Blvd. Office

Jessica Keys is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at Cuso Financial Services, LP for 20 years and has been with Wright Patt Credit Union since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with access to model portfolios, research, and technology-driven investment solutions.

Ann Wilson is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Fifth Third Securities and CUSO Financial Services, LP. Outside of her advisory role, she is involved with WPCU Retirement Solutions affiliated with LPL and has a real estate rental business with a family member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Kaleb Baker is a Certified Financial Planner™ professional with 10 years of industry experience. He is currently with LPL Financial and has prior experience at firms including PNC Investments and Wright-Patt Credit Union. He is also involved with Federal Retirement Readiness Associates LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Abigail Davis is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at institutions including Wright-Patt Credit Union and Discover Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 services, incorporating both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Nathaniel Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. His previous roles include positions at Wright-Patt Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various technology-driven solutions.

Julienne Clark is a financial advisor with LPL Financial, holding a Series 66 license and 14 years of industry experience. She has previously worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A., and is currently associated with Wright-Patt Credit Union and CUSO Financial Services, LP. Outside of her advisory role, Clark is the sole member of a private business, Generations Fence & Deck, where she handles bookkeeping, and she also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.