Sean O'Connor is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at KMS Financial Services, Russell Investments, and The Bank of Nova Scotia. 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, supported by quantitative tools and oversight of over $819 billion in discretionary assets.

Julia Block is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. Her prior work includes roles at Armoire, Inc. and J.Hilburn. She is based in Bellevue, Washington. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Carl Lindgren is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial in Bellevue, WA, where he has worked since 2022. His prior experience includes roles at Laird Norton Wealth Management and JPMorgan. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Sara Emru is a financial advisor with LPL Financial in Bellevue, WA, holding the Series 66 designation and two years of industry experience. Her prior work includes roles at Envestnet and Addepar, along with earlier positions at Whole Foods Market and the University of Washington. 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 a focus on both customized and model-driven investment strategies.

David Mantell is a financial advisor with LPL Financial in Bellevue, WA. He holds the CFP® and CFA® designations and has nine years of industry experience. Prior to joining LPL Financial in 2020, he worked at KMS Financial Services and BlackRock, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies and various technology tools.