Matthew Carlson is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Bank of America, Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and others. Outside of his advisory work, he is involved as a partner in Little Peak LLC, a property management and real estate business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kameron Anderson is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Morgan Stanley, E*TRADE Securities LLC, and CUSO Financial Services, LP. Outside of his advisory roles, he operated Kamco Lawns for ten years. 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 offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.