Charles Truong is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Bank of the West, Merrill, Wells Fargo, U.S. Bancorp Advisors, and Citicorp Investment Services. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and advanced research and operational tools.

William Hawkins is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Global Retirement Partners LLC and Financial Telesis Inc. Hawkins has also been involved with Woodside Financial Partners, a related investment advisory entity. 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 wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and technology tools.