Brian Gregg is a CFP® professional with eight years of experience at LPL Financial and a total of over 15 years in the financial industry. He operates out of Golden Valley, MN, and is involved with Team Gregg, LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Craig Rudd is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at National Planning Corporation for 14 years before joining LPL Financial in 2017. Outside of his advisory role, he manages a for-profit business, TC Management, which handles office billing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by research and technology tools used by its network of over 22,800 advisors.