Carol Bezner is a financial advisor with LPL Financial, holding 36 years of industry experience. She previously worked at Financial West Group for 22 years and Western International Securities, Inc. for eight years. Additionally, she has an involvement with OceanView Life & Annuity Co., focusing on non-variable insurance. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technology tools, supported by a network of over 22,800 advisors.

Michael Donohue is a CFP® with 39 years of experience in the financial services industry. He has been affiliated with LPL Financial since 1992 and operated DB Wealth Management Group, LLC for 12 years. Donohue also provides investment advisory services through his independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by over 22,800 advisors and a broad set of financial products.