Josh Haggard is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked for Edward Jones for seven years. Outside of his advisory role, he is involved with Beltway Home Repair in Gastonia, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

Nathaniel Peoples is a CFP® and Series 66-registered financial advisor with four years of industry experience. He is currently affiliated with LPL Financial and Harbor Financial Group. Prior to that, he worked at Edward Jones for four years. Outside of his financial advisory career, he served as a student pastor at City Church, where he taught and mentored students. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs supported by various model portfolios, research, and technology solutions.