Anthony Friend is a financial advisor with LPL Financial and holds Series 63, 65, and 66 designations. He has 32 years of industry experience, with previous roles at Raymond James Financial Services and Morgan Stanley. He is also the owner of Tony Friend Capital Management LLC. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Melinda Margolis is a CFP®-credentialed financial advisor with 36 years of industry experience. She is currently with LPL Financial and has previously worked at Bank of America, Merrill, and Banc of America Investment Services. Margolis is based in Henderson, NV. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Braxton Barbato is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he has involvement with Dish Network and maintains an investment-related business, Barbato Investments LLC. 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 range of advisory services including financial planning, model portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.