Scott Gumble is a CFP® professional with 12 years of experience in the financial services industry, currently affiliated with LPL Financial. His prior roles include positions at BNI Covington, Aaron Seyfried, and Waddell & Reed, among others. Outside of advising, he founded NKY ATM’s, an ATM operation business, and serves as an education coordinator for a local networking group. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering various advisory and brokerage services through a national network of investment adviser representatives. The firm employs both discretionary and non-discretionary management strategies, providing access to model portfolios, research, and specialized programs.

David Osterbrock is a CFP® with 21 years of industry experience and currently serves as a financial advisor at LPL Financial. His prior roles include positions at US Bancorp Investments, Waddell & Reed, and various insurance carriers. He has also been involved with the Riverfront East Condo Owners Association and the Behringer Crawford Museum. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and multiple investment strategies.