Roy Straub is a CFP® professional with 45 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2020 and previously from 1999 to 2007. His prior experience includes positions at Securities America Advisors, Inc. and running his own firm, Straub Financial 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 provides a wide range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Pasternak is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a broad network of more than 22,800 advisors.

Jason Miller is a financial advisor with LPL Financial in Castle Rock, Colorado, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Transamerica Financial Advisors for 11 years and has been involved with Mile High BMX. Miller also serves as trustee of the Jason and Ali Miller Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a diverse range of investment approaches including model portfolios, third-party asset management, and customized strategies, and maintains oversight of over $819 billion in discretionary assets through its network of more than 22,800 advisors.