Roger Mcdonald is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Exertus Financial Partners, Cetera Advisor Networks LLC, Vicus Capital, Inc., and Tucker Boynton Co., Inc. He has also maintained involvement with Tucker Boynton Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Mark Boynton Jr is a financial advisor with LPL Financial based in Charlotte, NC, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior firms include Cetera Advisor Networks, Vicus Capital (formerly PFG Financial Advisors), Walnut Street Securities, First Horizon Advisors, and Osaic FA. Outside of advisory work, he is involved with Tucker Boynton Financial Group and Tucker Boynton Company, both related to his LPL business. 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 institutions. The firm offers a wide range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.