Brian Trowbridge is a financial advisor with LPL Financial, holding PFS™ and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Level Four Advisory Services and 1st Global Advisors, with a longstanding career as a CPA dating back to 1987. He also maintains a tax preparation and accounting practice under his own name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research to support diversified investment strategies.

Sarah Puckett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Independent Financial Partners from 2014 to 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Craig Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior firms include Edward Jones and Hilltop Securities Inc. He is based in Leander, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, model portfolios, and retirement plan consulting.

Amanda Minter is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. She previously worked at Investment Centers of America for 10 years and at Dovetail Wealth Management, LLC for 3 years. Outside of her advisory role, Minter is a co-owner of One Hand Knives LLC and occasionally serves as a Notary Public for her clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research and various portfolio management options.