Background Kathy is the founder of Golden Ridge Financial Designs, LLC. Since 1988, Kathy has been assisting her clients through wisdom and guidance to design comprehensive wealth management strategies. Kathy serves as a resource to...

Wayne’s education and work history are primarily in the engineering fields with corporations like Northern Telecom, Underwriters Laboratories, and Electrical South with a broad scope of services to customers across the US and...

Agnes has over 6 years of financial experience starting as a bank teller and eventually moving into investment operations at LPL. Agnes has been at LPL over 3 years in various service centers roles including Service360 and helping tra...

Professional Background Kevin Pollard is a CFO for the LPL CFO Solutions team. He provides advisors with actionable insights based on financial analysis and business plans to help drive higher practice valuations. Kevin has over ten...