Scott Greenlee is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior experience includes ten years at Robert W. Baird & Co. and three years with TD Ameritrade and TD Ameritrade Investment Management. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Charles Narmi is a financial advisor with LPL Financial based in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Robert W. Baird, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technological tools, and manages over $819 billion in discretionary assets through a large network of advisors.