Nathaniel Carlon is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 registrations and 22 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc, Equitable Advisors, and Chase Investment Services Corp. Outside of his advisory work, he is involved with BMC Strategies, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management access, and institutional platforms, with a focus on providing both discretionary and non-discretionary investment strategies supported by operational and research tools.

Steven Douglass is a CFP® professional with 22 years of experience in financial advising. He is currently with LPL Financial, where he has worked since 2017, and also serves as a private banker at National Bank of Arizona. Prior to that, he was with BMO Harris Financial Advisors for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Bernard Ringer is a financial advisor with LPL Financial based in Scottsdale, AZ. He holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior work includes 20 years at Merrill and a brief tenure at Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Margaret Paddock is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has held positions at firms including Raymond James Financial Services and Old National Bank. Outside of advising, she was involved in Paddock Development, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Jonathan Carlon is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining LPL in 2023, he worked at Stifel, Nicolaus and Company and has experience in the wine distribution industry. Outside of advising, he is involved with The Twisted Tines in Mesa, AZ, a non-investment-related activity. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.