Associates

• Donald F. Morgan, AIF®

  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

The Financial Services Network

• Jeremy Olen, CFA®

  Managing Partner & Chief Investment Officer. The Financial Services Network

• Vlad Avdeyuk

  Research Coordinator, The Financial Services Network

• Hao Dang, AIF®

  Vice President, Portfolio Consulting, The Financial Services Network

• Shambhavi Gupta

  Research Coordinator, The Financial Services Network

• Chris McLeod, AIF®

  Lead Portfolio Administrator, The Financial Services Network

• Zachary Catterlin

  Research Coordinator, The Financial Services Network

• Jacob Whitaker

  Research Coordinator, The Financial Services Network

• Walter Yarmolyuk

  Research Coordinator, The Financial Services Network