Toby McSwain is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at LPL Financial since 2021 and has prior experience with Waddell & Reed, Inc. since 2009. Outside of advising, he is involved with Audacious, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Timothy Neumann is a CFP®-credentialed financial advisor with 16 years of industry experience. He is currently with LPL Financial and has prior experience at Waddell & Reed, various insurance carriers, and Bass Addicts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a broad range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Matthew Bohli is a financial advisor with LPL Financial and holds the Series 66 designation. He has been with LPL Financial since 2026 and has prior experience working in lawn care and power washing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven investment solutions.