David Rust is a financial advisor with LPL Financial in Austin, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in publishing and promotion through SWC Publishing. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary investment management supported by research and model portfolios.

Matthew Needham is a financial advisor with LPL Financial in Austin, TX, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Mulinix Goerke and Meyer LLC. Outside of finance, he has experience working with the Juice Shack. LPL Financial is an 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, retirement plan consulting, and brokerage services supported by model portfolios, research resources, and technology-driven strategies.

Donald Moore is a CFP® with 31 years of industry experience and has worked at LPL Financial since 2007. He is based in Austin, TX, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in publishing and promotion through SWC Publishing, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and other organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing research and models from LPL Research and third-party subadvisors.