Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Cross Financial Advisors, LLC is a registered investment advisory firm. By The Tree Financial, LLC is a DBA of Cross Financial Advisors, LLC. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand and or By The Tree Financial, LLC.

Professionals associated with By The Tree Financial, LLC may be either (1) registered representatives with, and offer securities through LPL Financial, Member FINRA/SIPC, (2) or offer investment advice through Cross Financial Advisors, LLC. a registered investment advisor. By The Tree Financial, LLC is a DBA of Cross Financial Advisors, LLC. Cross Financial Advisors, LLC and By The Tree Financial are separate entities from LPL Financial.