Duncan Wilson is a CFP® with 15 years of industry experience, currently serving at LPL Financial. His prior roles include positions at Sterling Financial Group, Commonwealth Financial Network, Lincoln Investment, and Capital Analysts Incorporated. In addition to his financial advisory work, he also practices law through his own law office. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by technology tools and a broad network of over 22,900 advisors.

Elizabeth Younts is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Sterling Financial Group, Commonwealth Financial Network, Lincoln Investment, USI Insurance Services, and Wells Fargo Insurance Services. Outside of her advisory work, she is a trustee for a family member's trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Graham Wilson is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 40 years of industry experience. He is also the president and owner of Sterling Financial Group, a private entity involved in securities, advisory, and insurance business. His prior experience includes roles at Commonwealth Financial Network, Lincoln Investment, Capital Analysts, Incorporated, and Bankers Life Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.