Matthew Baumgartner is a financial advisor with LPL Financial in Chesterfield, MO, holding a Series 66 designation and three years of industry experience. His career background includes roles at Cigna Express Scripts, NFP, and Elevance Health/Anthem. Outside of advising, he has worked as a caregiver. 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, and institutional platforms, supported by a large network of investment adviser representatives and a variety of investment strategies.

Aaron Holman is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked with firms including Commonwealth Financial Network, Pacer Advisors, and Wells Fargo Advisors. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Braxton Crabtree is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, he held roles at Vantage Credit Union and Wells Fargo Clearing Service. He also spent five years at the University of Missouri St. Louis. Crabtree's other business activities include a financial institution duty at Vantage Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, and supports its advisors with technology tools while maintaining oversight of substantial discretionary assets.