Nicole Kennedy is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and two years of industry experience. She has worked at several firms including S+G Wealth Partners and Woodbury Financial, Inc. Outside of her advisory role, she is involved with Clear Horizon Financial, a non-investment-related business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio management, and retirement plan consulting, utilizing both discretionary and non-discretionary programs supported by extensive research and technology.

Marcus Seiter is a CFP® professional with 26 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at OSAIC, Woodbury Financial Services, and Questar Asset Management. In addition to his advisory work, he manages a law firm focused on estate planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Garber is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Garber is also active as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.