David King is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2007. Outside of his advisory role, he is a broker for Blue Cross Blue Shield of Arizona and an employee of Hughes Federal Credit Union, each representing a minor part of his professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Martin Beard is a financial advisor with LPL Financial based in Tucson, AZ, holding the CFP® and ChFC® designations and having 25 years of industry experience. He has worked with firms including H.D. Vest Advisory Services and Jackson Hewitt Tax Services. Outside of advisory roles, Beard is involved in tax preparation services and works as a ride-share driver with companies such as Uber and Lyft. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and technology-driven portfolio management.

Carol Larson is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial in Tucson, AZ. Her prior roles include positions at Hughes Federal Credit Union, Verus Capital Partners, U.S. Bancorp Investments, Chase Investment Services, and Banc One Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.