Christian Chasey is a CFP® professional with 21 years of industry experience, currently serving as an advisor at LPL Financial since 2019. His prior experience includes roles at Wells Fargo Clearing, Chase Investment Services Corp., Wamu Investments, and Ameriprise. He holds a Series 66 license and is based in Big Bear Lake, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, utilizing both model portfolios and customized strategies.

Maggie Lauer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at LPL Financial with three years of industry experience. Her prior roles include positions at Ur Wealth Ur Freedom and Tri Star Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.