William Duggins is a CFP® professional affiliated with LPL Financial, based in Newport Beach, CA, with 40 years of industry experience. He previously worked at Citigroup Global Markets for five years before joining Linsco/Private Ledger Corp., now part of LPL Financial, where he has been since 2005. Outside of his advisory role, he holds a California real estate broker license and is working on writing a non-business related book. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advanced research tools and a broad platform of financial products.

Trenton Larsen is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Bank of America, Merrill Lynch, and Insight Wealth Strategies. Outside of his advisory work, he is involved with Element Wealth Management, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.