Jeffrey Otway is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones, TD Ameritrade, and EF Legacy Securities. Outside of his advisory work, he performs as the lead guitarist for a live cover band called Cellar Door. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and research tools.

William Moore is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include a decade at Charles Schwab Bank and Charles Schwab & Co., Inc. He serves on the Leadership Advisory Board of City Church Chicago, where he evaluates financial decisions related to property sales and building renovations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management options.