Joshua Lambert is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019, following 14 years at Ameriprise Financial Services, Inc. Lambert is also licensed as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Jason Spray is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he served 17 years in the United States Navy and the Defense Finance and Accounting Service. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.