Carl Hulse is a financial advisor with LPL Financial in Glendale, AZ, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 40 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc., and National Planning Corporation. He is also involved with Plan4, Inc., an entity related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

Terry Toman is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cadaret Grant & Co., Inc., Woodbury Financial Services Inc, and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

David Lesnick is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Woodbury Financial Services, National Planning Corporation, and he has operated Sound Advice Financial Planning since 1997. He is also the owner of Dimona.biz, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.