Overland Park, KS 7007 College Blvd Office

Jeffrey Bird is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Oppenheimer for 18 years before joining LPL Financial in 2021. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and third-party research to provide both discretionary and non-discretionary management.

Jeffrey Nessel is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and offering 45 years of industry experience. He has worked at LPL Financial since 2014 and operates the Personal Financial Group. Outside of advising, he is also involved in writing sitcoms. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, and retirement plan consulting services. The firm employs both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Keith Novak is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been associated with Personal Financial Group and LPL Financial since 2012. Novak is also involved in tax and accounting services through his role at Novak Birks, P.C. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Brian Tackett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes long tenures at Merrill and Bank of America, along with a brief period at Frontier Wealth Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Eric Johnson is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Personal Financial Group and LPL Financial since 2015. Outside of his advisory work, he contributes as a freelance writer for WIN Magazine, covering youth wrestling in Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large 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-enhanced investment strategies.

Mark Rabin is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with LPL Financial since 2009 and previously operated Personal Financial Group until 2018. Rabin also serves as president of Rabin Financial Services, a corporation used for tax and investment advisory purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Steve Lawrence is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following nine years at Oppenheimer & Co. Lawrence is also a partner in a real estate rental business based in Ocean City, Maryland. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Heather Ferris is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior roles include positions at Thrivent Financial, RBC Wealth Management, and an earlier tenure at LPL Financial. 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 from LPL Research and third-party subadvisors.

Mason Clark is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and five years of industry experience. His prior roles include teaching positions at The University of Kansas, De Soto High School, and Lexington Trails Middle School. Outside of advising, he is involved in a family oil business as an assistant. 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. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and various investment strategies.