Luke Wagoner is a CFP® professional at LPL Financial with six years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2019 to 2023 before joining LPL Financial. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

James Gillingham is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and UBS Financial Services. Outside of his advisory role, he operates a handyman business and is involved in mortgage and real estate services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with a range of advisory platforms, institutional solutions, and non-advisory financial services.

Chi Hye Guerrero is a CFP® and Series 66 registered financial advisor with LPL Financial in Seattle, WA, with seven years of industry experience. She has held roles at several firms, including HeimLantz, Avantax Investment Services, and Cetera. Outside of advising, Guerrero is involved with the Transformational Advisory Group, a DBA related to her LPL business. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.