Wendy Ann Payne

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade.