Natalie Mahler is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 23 years at Merrill and 4 years at Stifel Nicolaus & Co Inc. 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.

Bruce (Brett) Emmeluth Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2022, following 13 years at First Financial Equity Corporation, three years at Merrill, and two years at Morgan Stanley DW Inc. Outside of his advisory role, he is involved in a separate business entity, Castle Pines Investment Advisors LLC, established for tax and investment purposes. 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 financial planning and investment management services through a broad network of advisors, supported by proprietary research and third-party asset management platforms.

Cody Macintyre is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience as a self-employed advisor and with Bighorn Directional Inc. 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.

Jared Sosa is a financial advisor with LPL Financial based in Castle Pines, Colorado, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at Transamerica Financial Advisors and Executive Wealth Management, along with ownership interests in several businesses such as Premier Coverage, LLC. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Timothy Legamaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has previously worked at Invest Financial Corporation, Pfic Advisors, Inc., and Select Advisory Services, LLC. Outside of advisory work, he is involved in insurance services and engages in real estate activities, including building and sale of speculative homes. 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 various advisory services and platforms, including financial planning, model portfolios, and third-party asset management, supported by technology tools and a broad range of financial products.