Associates
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Donald F. Morgan, AIF®,CPFA®
LPL Branch Manager / Accredited Investment Fiduciary ®
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Donald Morgan Jr., AIF®,CPFA®
LPL Registered Client Service Associate - Accredited Investment Fiduciary ®
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Violet Morgan
Office Manager
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Frances Morgan, MBA, CPFA®
Insurance Advisor
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Kian Salehizadeh
Chief Financial Officer
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Jay Collier
Financial Planning Associate LPL Financial
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The Financial Services Network
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Jeremy Olen, CFA®
Managing Partner & Chief Investment Officer. The Financial Services Network
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Vlad Avdeyuk
Research Coordinator, The Financial Services Network
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Chris McLeod, AIF®
Lead Portfolio Administrator, The Financial Services Network
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Zachary Catterlin
Research Coordinator, The Financial Services Network
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Jacob Whitaker
Research Coordinator, The Financial Services Network
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Walter Yarmolyuk
Research Coordinator, The Financial Services Network
