Trey Fisher is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he worked at Traverse Wealth Management and held teaching positions at San Jose State University, Ohlone College, and Moreau Catholic High School. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Paul Goudy is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Ameriprise, EQ, Fiserv, Transamerica, and Charles Schwab. Outside of his advisory role, he is associated with PLG Management LLC, a business entity for tax and investment purposes. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.