Associates

• Donald F. Morgan

  LPL Branch Manager / Accredited Investment Fiduciary ®

• Donald Morgan Jr.

  LPL Registered Client Service Associate

• Violet Morgan

  Office Manager

• Amanda Baer

  Administrative Associate

• Frances Morgan

  Client Service Associate

• Kian Salehizadeh

  Chief Financial Officer

• Jay Collier

  Financial Planning Associate LPL Financial

Investment Policy and Portfolio Management Team

• Jeremy Olen, CFA®

  Managing Partner & Chief Investment Officer

• Vlad Avdeyuk

  Research Assistant, The Financial Services Network

• Hao Dang

  Vice President, Portfolio Consulting, Transitions & Integrations

• Alex Duran

  Portfolio Administrator, The Financial Services Network

• Shambhavi Gupta

  Research Coordinator, The Financial Services Network

• Belinda Lindemann

  Registered Administrative Associate, The Financial Services Network

• Chris McLeod

  Portfolio Administrator, The Financial Services Network

• Zachary Catterlin

  Research Coordinator

• Jacob Whitaker

  Research Coordinator, The Financial Services Network

• Walter Yarmolyuk

  Research Coordinator