Brett Goldberg is a financial advisor with LPL Financial in Westlake Village, CA. He holds the Series 66 designation and has 25 years of industry experience, including nine years at Wells Fargo Advisors prior to joining LPL Financial in 2025. Outside of his advisory role, he is the owner of BG Concepts, LLC, which operates a wine storage business in Boise, ID. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management with access to model portfolios and third-party research.

Douglas Molstad is a CFP® professional with 35 years of experience in the financial industry. He currently works with LPL Financial and has previously been associated with National Planning Corporation and Beacon Financial Group, where he has maintained a longstanding affiliation. Molstad also holds a role as an independent fixed insurance agent, providing insurance illustrations and application assistance to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Christopher Noll is a financial advisor with LPL Financial in Lutherville, MD, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Academy Financial, Foreside Fund Services, Harborside Sales Group, and WesBanco. He has served as a notary in an investor relations capacity since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dagan Sharpe is a financial advisor with LPL Financial in Augusta, GA, holding a Series 66 license and 24 years of industry experience. He previously worked at INVEST Financial Corp and has been affiliated with Queensborough National Bank for over a decade. Outside of his advisory role, he serves as a part-time boat safety instructor with the Freedom Boat Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research, model portfolios, and various investment strategies.

David Ray is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management options supported by research and model portfolios.

John Scarborough is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC, as well as managing his own insurance and financial services business. Outside of his advisory work, he is involved in an importing business and has authored content under his Safeguard Financial Services brand. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Russell Towne is a financial advisor at LPL Financial in Roseville, CA, holding a Series 63 designation with 38 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from LPL Research and third-party subadvisors.

Mark Potter is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. In addition to his advisory role, he serves as Executive Vice President at Commerce Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Martin Sacks is a financial advisor with LPL Financial in Portland, OR, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, including both its LLC and Inc. entities, from 2016 to 2026 before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeff Dargatz is a Series 66–licensed financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2010, including prior tenures at Elite Financial Management and Raymond James Financial Services Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support its investment strategies.

Frank Eberhart is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ic Advisory Services, Inc. and The Investment Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven investment strategies.

Dirk Brown is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Hobson Financial Group, and Investors Capital Corp. In addition to his advisory work, Brown is involved with Lakeshore Indemnity Group, an insurance agency, and Listing Leaders NW, which provides mortgage and real estate services. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering a wide range of advisory programs and financial planning services through a national network of investment adviser representatives.

Robert Shields is a CFP® professional with 47 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Waddell & Reed, INC. for 39 years. Outside of his advisory role, Shields is involved in a non-variable insurance business, Good Life Insurance Associates, based in Wyomissing, PA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers diverse advisory programs and retirement plan consulting, utilizing various model portfolios, research, and technologies to support discretionary and non-discretionary management.

Tanner Odegaard is a CFP® professional with nine years of experience in the financial industry. He is currently with LPL Financial and previously worked at Securities America Advisors, Securities America, Inc., and Summit Brokerage Services, Inc. Outside of his advisory work, he owns 8 Second Media, LLC, a non-investment-related business based in Brookings, SD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment management supported by in-house research, third-party subadvisors, and various model portfolio approaches.

Gabrielle Curboy is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and no prior industry experience. Her work history includes roles at ClearBridge Capital Group and Equity for Life LLC, as well as positions in healthcare and education. She is also involved with Quiet Corner Restoration LLC, a business she has operated since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs, financial planning, and retirement consulting services with access to research, model portfolios, and both discretionary and non-discretionary management.

Brian Arrow is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was associated with Cuna Brokerage Services, Inc. and Cuna Mutual Group beginning in 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research to support its investment strategies.

Steve Kluthe is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Knights of Columbus Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management.

Derek Histen is a financial advisor with LPL Financial in Mansfield, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Charles Schwab for five years and has a background in education. Outside of his advisory role, he is involved as the owner of Montana Harmony LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a broad range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by research and model portfolios.

William Fox is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at First Allied Advisory Services and First Allied Securities, Inc. Outside of his advisory work, he is the managing partner of The Fox Alliance Tax Advisors, LLC, which provides tax preparation and accounting services, and also offers mortgage brokerage services through Fox Mortgage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from LPL Research and third-party subadvisors.

Brooks Harris is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Fsc Securities Corp and Commonwealth Financial Network. Outside of his advisory role, he is involved in non-investment business ventures including ownership of Sunset Hills LLC and participation in Martin Company Holdings LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.