Olivia Goodwill is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL in 2025, she worked at J.P. Morgan Securities and Equitable Advisors among other firms. Outside of her advisory work, she has involvement with Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

Brian Liptak is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Cetera Investment Services, Northwest Advisors, and Northwest Bank, where he has worked since 2004. Outside of his advisory practice, Liptak holds a 30% ownership interest in Brokers Services Marketing Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and innovative technologies such as machine learning.