David Baer is a financial advisor with LPL Financial in Broomfield, Colorado, holding Series 63 and Series 66 credentials and having 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Baer is involved in Western Wealth Advisors and DB Financial Group, both entities related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research, model portfolios, and various technologies.

Robert Novak is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has held roles at firms including I.M. Financial, Merit Financial Group, and his own Novak CPA & Financial Services, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from both internal and third-party sources.