Aaron Tuttle is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial. Outside of his advisory role, he is involved with Wagon Wheel Financial, a DBA entity related to his LPL business in Grants Pass, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by various model portfolios and research resources.

Aj Smith is a Series 66 licensed financial advisor with LPL Financial, based in Grants Pass, OR, with three years of industry experience. Prior to joining LPL Financial in 2024, Smith worked at Independent Financial Group, LLC and Investment Resources. Outside of advising, Smith works as a DoorDash driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.