Brent Steinberg is a financial advisor with LPL Financial in Portland, OR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He joined LPL Financial in 2017 after four years at D.A. Davidson & Co. Brent operates Steinberg Investment Group LLC, an entity associated with his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a broad network of investment adviser representatives.

Lance Steinberg is a financial advisor with LPL Financial in Portland, Oregon, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years before joining LPL Financial in 2017. Steinberg also manages Northwest Robo Advisors, an investment-related business affiliated with his LPL practice. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by extensive research and technology applications.