Adam Carlat is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 13 years of industry experience. His prior roles include positions at Morgan Stanley and PlanMember Securities Corporation, and he has operated his own advisory firms since 2016. He is also involved in marketing insurance products as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering various advisory programs, financial planning, and brokerage services through a national network of representatives.

Michele Healey is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2017 and has prior experience with TFS Securities, Inc. and The Beacon Group. Michele is also involved with One2One Wealth Strategies, LLC, an entity related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from both internal and third-party sources.

Gregory Geryak is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 credentials and bringing 21 years of industry experience. His career includes roles at One2One Financial Wealth Strategies, PlanMember Securities Corporation, and Next Step Advisors LLC. He also operates the Greg J. Geryak Insurance Agency, which is a separate business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, leveraging both discretionary and non-discretionary management with research support from LPL Research and third-party subadvisors.

Alton Nguyen is a financial advisor at LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation. Outside of finance, he has teaching experience spanning several years at Arizona State University and various schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services.