Jonathan Osterkamp is a financial advisor with LPL Financial in Scottsdale, Arizona, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Ameriprise for three years. Outside of his advisory work, he established a single-member LLC for non-financial business transactions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolios, and institutional platforms, supporting its advisors with tools such as machine learning for operational and research purposes.

Brian Smith is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. In addition to his advisory work, he is also an insurance agent at an exclusive brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by technology tools for research and operations.

William Puplava is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Puplava Financial Services, Puplava Securities, and Linsco/Private Ledger. He also serves as trustee for the William T. Puplava Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by both proprietary and third-party investment strategies.