Casey Moss is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has operated AVEC Enterprises LLC since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice provided through a large network of investment adviser representatives.

Sarah Noble is a financial advisor with LPL Financial in Austin, TX, holding Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Teeple Partners and has been involved with Noble Task Management, LLC since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and technological resources.

Alexander Groth is a financial advisor with LPL Financial in Austin, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Kestra Financial Services, Momentum Advanced Planning, and Thrivent Investment Management. Outside of advising, he operates a non-investment business entity for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Courtney Walker is a CFP® with 15 years of industry experience. She is currently with LPL Financial and previously worked at JP Morgan Securities, LLC for nine years. She is based in Austin, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on integrating both discretionary and non-discretionary investment strategies.