Robert Brood is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent over two decades at Cetera and CETERA Financial Specialists LLC. He also has a longstanding role at Brood and Seibert CPA's, where he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and a variety of investment strategies supported by operational tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Robert Seibert is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 24 years of industry experience. He has worked at Cetera and its affiliates for over two decades and is also involved in CPA firms and family investment businesses in Hemet, CA. Additionally, he serves in fiduciary roles for multiple charitable remainder unitrusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, portfolio management, and institutional advisory services, utilizing a mix of proprietary research, third-party subadvisors, and various investment strategies.

Antoni Lucas is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and totaling 36 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Beverly Hills Wealth Management, and Morgan Stanley. He is also involved with Genesis Advisors Group LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of advisors.

Rachel Pierson is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera and Heritage Family Investments. Pierson is also a business owner at Brood, Seibert & Lovcik, CPAs, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, 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.