Richard Bartlett is a financial advisor with LPL Financial based in Kennewick, WA. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and other financial and insurance-related firms. Outside of his advisory role, Bartlett is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

Erin Smith is a financial advisor with LPL Financial based in Kennewick, WA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Recc LLC, Cameron Burch, Burch & Smith LLC, Women Helping Women, and Waddell & Reed Inc. She is also affiliated with an entity named You'd Be So Dumb LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a diverse network of advisers and extensive research resources.

Craig Marcum is a financial advisor with LPL Financial in Kennewick, Washington, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Richard Bartlett and Bni Power Network, among others. Outside of his advisory work, he officiates college and high school basketball games through several regional sports officials associations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.