Scottsdale, AZ E. Paradise Lane Office

David Cargill is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at Integrated Financial Group and OJM from 2020 to 2022, and was involved with the Fellowship of Catholic University Students for three years. Outside of his advisory role, he is a business owner of The Lettermen in Phoenix, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Jeff Smith is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His career includes prior roles at National Planning Corporation and long-standing ownership of Southwest Employee Benefits Inc. He also serves as an insurance agent with Southwest Professional Insurance Consultants Inc., focusing on non-variable insurance products. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.