In the News

Fremont, CA — March 11, 2026 — Scott Belshaw, Senior Director of Investment Services from FB Investment Services, based in Fremont, CA, announces that he has been named by LPL Financial as a new member of the LPL Ambassador Council Program. Scott is one of 60 members selected from among approximately 32,000 LPL advisors and institution leaders nationwide for one of three councils designated by the members’ affiliation with LPL.

The Ambassador Council serves as a voice for LPL’s broad advisor base and helps deepen relationships with a cross-section of highly dedicated financial professionals. These established and respected business leaders serve as valuable and well-informed extended community advocates for LPL. Ambassador Council members are important assets to LPL, closely connected to LPL’s strategic roadmap and key executives – sharing their industry experience, offering beneficial feedback and supporting peers of various affiliation types. 

Council members attend a series of in-person meetings during their tenure. They also contribute year-round through ad hoc participation supporting LPL communications, events and initiatives, and by connecting with LPL colleagues on an ongoing basis to ensure the perspectives of financial advisors and their clients are heard.

About FB Investment Services

Our vision at FB Investment Services is to provide our clients with superior financial strategies, comprehensive products and an unparalleled service experience. Whether you’re looking for overall financial guidance, assistance with a specific financial goal or creating a comprehensive financial plan, we’re here to help.

Our advisors can provide you individualized service, and are here to work directly with you. Services include: 

• Reviewing Your Current Financial Plan
• Retirement Planning
• IRA, 401(k), 403(b), 457 plans, and TSP transition assistance
• Tax Efficient Investments
• Retirement Income Strategies
• Education Funding Strategies
• Life and Long-Term Care Insurance
   

Comprehensive Financial Planning

The road to financial freedom can be often be more easily obtained by those who follow a plan created to help them work towards their specific investment goals. Let our advisors help you take the first steps toward building a confident financial future, by designing an individualized strategy.

Insurance and Risk Management Planning

Has your insurance kept up with the changes in your life?  If you’re like most people you probably already own some life insurance but is it still enough to cover all your needs?  Have you thought about Long Term Care Insurance and Disability insurance to cover you in case you’re sick or hurt and can’t work? 

It just takes a few minutes to uncover if you and those you love have enough coverage, let our advisors help you determine the right amount and type of insurance.

Retirement Planning

Many of us look forward to the day when we’ll be spending time doing what we want and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.

At FB Investment Services our advisors will meet with you to uncover your long-term goals and then build a complimentary financial plan.

Education Planning

Whether they want to grow up to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams, as best we can.

FB Investment Services, A Division of Fremont Bank can help you help your children and grandchildren by discussing the different plans available and uncovering what’s suitable for your family: 

• 529 Plans
• Coverdell Education Savings Accounts
• UGMA & UTMA Custodial Accounts for Minors 
• As well as answer your questions about accessing the money in case of an emergency and financial aid.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodian of approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. and LPL Financial are separate entities.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Fremont Bank and FB Investment Services, a Division of Fremont Bank are not registered as a brokerdealer or investment advisor. Registered representatives of LPL who offer products and services using FB Investment Services, are also employees of Fremont Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fremont Bank or FB Investment Services. Securities and insurance offered through LPL or its affiliates are:

NOT A BANK DEPOSIT |  NOT GUARANTEED BY THE BANK | MAY LOSE VALUE | NOT FDIC-INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
 

Fremont Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.  Please visit  https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html  for more detailed information.

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