Robert Waters is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is involved with Crump Academy Financial, a non-variable insurance business, and operates Waters Wealth Consultants LLC. LPL Financial serves individuals, retirement plans, corporations, and other institutions through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Gregory Gulling is a financial advisor with LPL Financial, holding the Series 65 and Series 63 credentials and having eight years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, OneAmerica Securities, and his own ventures such as The Gulling Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.