Courtney Mcharg is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 26 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she is a volleyball coach at the Sacramento Waldorf School. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, supports diversified and alternative strategies, and offers various institutional programs and advanced portfolio management technologies.

Lamar Simpson Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2015, alongside his ongoing role at JM Ridgway since 2004. Outside of financial advising, he owns Sheepdog Defensive Training, a business that provides instruction on safe firearms usage and concealed carry permits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.