Michael Crase is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials. He began his advisory career in 2024 and previously worked in technology and mortgage sectors, including roles at Q2 Software and First Centennial Mortgage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Williams is a financial advisor at LPL Financial with 14 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining LPL Financial in 2024, he worked for Kestra Investment Services and NFP Retirement, Inc. from 2014 to 2024. Outside of advising, he owns an art business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large network of advisors. The firm offers a comprehensive range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.