Scottsdale, AZ 8687 E Via De Ventura Office

Eric Black is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 63 designation and bringing 17 years of industry experience. He has previously worked at SagePoint Financial for seven years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support its investment strategies.

Jacob Ceschin is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual, Mutual of Omaha, and Arizona State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Michael Otradovec is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Ameriprise, Mass Mutual Investors Services, and MetLife Securities. He is also involved with Michael R Otradovec LLC, a business entity for tax and investment purposes. 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 range of advisory programs and financial services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kory Budinger is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 designation and previously worked at SagePoint Financial for seven years before joining LPL Financial in 2021. Outside of his advisory role, he serves as co-trustee of the Budinger Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Brian West is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at SagePoint Financial for seven years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Boyd Sorem is a financial advisor with LPL Financial based in Scottsdale, AZ, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Prudential Insurance Company of America, Commonwealth Financial Network, and Jackson National Life Distributors. Outside of his advisory work, he is a co-owner of Pro Roofing America LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and technology solutions.

Stanley Waldrop is a financial advisor with LPL Financial based in Scottsdale, AZ, holding a Series 63 designation and 34 years of industry experience. His career includes prior roles at SagePoint Financial and Progressive Financial Services. He is also involved as an independent insurance agent in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting with investment management supported by LPL Research and third-party subadvisors.