Jane Scarbrough is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2009. She also operates Scarbrough Financial Group, LLC, which she has managed since 2005. The firm, LPL Financial, is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a variety of advisory programs and financial services.

Stephen Byers is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial and its affiliated Scarbrough Financial Group since 2017, with prior experience at CGC Financial Services, Polaris Greystone, and Ghilotti Bros. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Bagley is a CFP® professional with 38 years of industry experience, currently working at LPL Financial since 2012. His background includes affiliated activities related to investment and non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

David Wood Jr. is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with LPL Financial since 2024, having previously worked for Lincoln Financial Advisors Corp for 17 years. Outside of his advisory role, he owns a mini storage business and is involved in several business entities related to tax and investment management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.