Christopher Rotberg is a CFP® with five years of industry experience, currently serving as a financial advisor at LPL Financial in Bellevue, WA since 2023. He previously worked at Morgan Stanley and NPV Advisors, with additional experience at Smartstop Asset Management and Q Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Mark Eberle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His background includes long-term roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from internal and third-party sources.

Matthew Tabler is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 14 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2011 to 2023. Outside of his advisory role, he is involved in real estate through his ownership of Tabler Realty Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of model portfolios and research.

Mark Allison is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning and various advisory programs, utilizing discretionary and non-discretionary management along with research from multiple sources.