Eric Black is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 63 designation and 18 years of industry experience. He previously worked at SagePoint Financial for seven years before joining LPL Financial in 2021. 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, model portfolio programs, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Jacob Ceschin is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Mass Mutual and Mutual of Omaha. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Michael Otradovec is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise Financial Services, Mass Mutual Investors Services, MetLife Securities, and OSAIC Services. He is also involved with Michael R Otradovec LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice through a large network of investment adviser representatives.

Kory Budinger is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 63 designation and 31 years of industry experience. He previously worked at SagePoint Financial for seven years before joining LPL Financial in 2018. Budinger serves as co-trustee of the Budinger Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Brian West is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked for SAGEPOINT FINANCIAL for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by research and technology tools.

Boyd Sorem is a financial advisor with LPL Financial based in Scottsdale, AZ. He holds the Series 63 and Series 65 designations and has 19 years of industry experience. His prior work includes roles at Prudential Annuities Distributors, Prudential Insurance Company of America, Commonwealth Financial Network, and Jackson National Life Distributors. Outside of his advisory work, he is co-owner of Pro Roofing America LLC, a non-investment-related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools while overseeing substantial discretionary assets across a broad advisor network.

Stanley Waldrop is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 63 designation and over 34 years of industry experience. His prior firms include SagePoint Financial and Progressive Financial Services, where he has been active since 1988. Outside of advisory work, he also holds a role as an independent insurance agent. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.