Alex Carter is a CFP® with 13 years of industry experience, currently affiliated with LPL Financial. He previously worked for Cadaret, Grant & Co., Inc. for 10 years and maintains a longstanding role at SC Financial Group, LLC. Outside of his advisory work, he operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 managers, supported by a large network of investment adviser representatives.

Shane Cloninger is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2023 and previously at Cadaret, Grant & Co., Inc. for 16 years and SC Financial Group, LLC since 2008. He is also involved with Benalex Benefit Consultants, LLC, a payroll-related business. 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, third-party asset management, and institutional platforms.

Rumesh Senanayake is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2023 and also works with SC Financial Group, LLC, where he has been involved for eight years. Additionally, he is a commissioned notary in the state of Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Robert Davis III is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for six years and spent sixteen years at Liberty Mutual Technology Group. 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, third-party asset management, and institutional platforms.