Forest Grady is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments LLC. 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, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools.

Karel Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial in 2024, Walker spent six years at Wells Fargo Clearing and fourteen years at Wells Fargo Bank, N.A. He is also involved with Forest Wealth Planning, a business connected to his LPL advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions, including model portfolios and third-party asset management.