Daniel Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Morgan Stanley, and Citigroup Global Markets. In addition to his advisory work, he is involved with Main Street Tax Advisors, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Brent Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisory activities with advanced research tools and a broad non-advisory financial services network.

Bryan Gormley is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and worked at Shelgren Financial Group, Inc. from 1998 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to institutional platforms, utilizing both proprietary and third-party strategies across diverse asset classes.

Tristan Fujita is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones, Multicare, Tuality Healthcare, Orthopedic and Fracture Specialists, and George Fox University, where he continues slight employment on a part-time basis. 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, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad array of financial products and tools.