James Neaylon is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for 25 years and Equitable Advisors for one year. Outside of his advisory work, Neaylon serves as president of the Illinois Manufacturing Foundation, a nonprofit focused on adult education, and holds board positions with several nonprofit organizations related to mental health and education. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a focus on non–high-net-worth individuals, combining traditional investment advisory services with insurance and risk management consulting.

Mark Weatherly is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining IP Financial Advisory Services, he worked at Edward Jones for eight years and has also been associated with Kingsview Partners LLC and Kingsview Wealth Management LLC. Outside of his advisory role, Weatherly serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, consulting, and access to third-party investment managers, utilizing a variety of analytical approaches and strategies including discretionary portfolio management and tax-efficient asset location.

Celestine Njoku is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, she worked at Innovation Partners, LLC and Client One Securities, LLC. She serves as the financial secretary for the South Region of the African Christian Fellowship and is involved in co-owning a small business providing accounting and consulting services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of consulting and insurance-related services.

Steven Hoffman is a financial advisor with IP Financial Advisory Services LLC in Sunnyvale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. In addition to his advisory role since 2020, he has been a financial education instructor at Sunnyvale-Cupertino Adult School and a college planning consultant at Hife College Planning since 2013. Hoffman is also CEO of Backproject Corporation, a medical device manufacturer. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also refers clients to third-party investment advisors while providing a range of consulting and insurance-related services.

Alberto Esparza is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Transamerica Financial Advisors, Dream Builders, Inc., and Blue Cross Blue Shield. Outside of advisory work, he is an independent sales agent for health insurance products affiliated with Blue Cross Blue Shield and Transamerica Financial Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm integrates a range of analytic approaches and offers access to third-party investment advisors, emphasizing service to non-high-net-worth individuals.

Paul Graffy is a financial advisor at IP Financial Advisory Services LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Piper Jaffray & Co. and Advisory Research Inc. Since 2015, he has served in a strategic advisory role at Mathsights Corporation, a software firm focused on retirement planning, where he is a non-paid board member. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning for non-high-net-worth investors. The firm offers a range of advisory and consulting services, including actuarial analysis and benefits consulting, and utilizes various analytical approaches and operational tools to manage client portfolios.

David Block is a CFP® professional with 33 years of industry experience, currently affiliated with IP Financial Advisory Services LLC in Charlotte, NC. His prior roles include positions at Lifemark Securities Corp. and Invest Financial Corp. Outside of financial advising, he is the owner of Destiny Results Coaching LLC, which focuses on life and business coaching, and serves as a board member for NYC Basket Brigade Inc., a nonprofit that organizes Thanksgiving food basket distributions to families in need. He is also the CEO of TaxMaster Financial Service Corporation, a firm providing tax planning, payroll tax services, fractional CFO services, and advisory support. IP Financial Advisory Services LLC primarily serves individual retail clients through portfolio management, financial planning, and consulting services, including access to third-party investment managers. The firm emphasizes tailored investment strategies with discretionary management options and offers specialized advisory services such as actuarial analysis and insurance consulting.

Kevin Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at SAGEPOINT FINANCIAL and Innovation Partners LLC, and he has owned Byron Center Financial Services, Inc. since 1998. He serves as a board member of the Byron Historical Society. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and often uses discretionary authority to manage customized portfolios, with a focus on non-high-net-worth individuals.

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

Arthur Johnson III is a financial advisor with IP Financial Advisory Services LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He previously worked at Innovation Partners LLC, BGA Insurance, Unionbanc Investment Services, and U.S. Bancorp Investments, Inc. IP Financial Advisory Services LLC serves primarily individual retail clients and retirement plan participants, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs a range of analytical approaches and focuses on non-high-net-worth investors while providing specialized consulting services including actuarial and insurance consulting.

Kurt Lawn is a financial advisor with IP Financial Advisory Services LLC, holding the PFS™ and Series 63 credentials and bringing 27 years of industry experience. He previously worked at Avantax Investment Services, Inc. for eight years and has operated Lawn Financial Services since 1996. In addition to advising, he provides individual and business income tax preparation and accounting services during the tax season. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, employing a range of analytical approaches and offering specialized advisory services including actuarial and insurance consulting.

Michael Byers is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and bringing 27 years of industry experience. His career includes over two decades at Avantax Advisory Services and Avantax Investment Services, Inc., along with ongoing involvement at Wilder & Co. Ltd., P.C., where he works as a CPA. Outside of his advisory roles, he is a partner in real estate and mortgage-related businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, with an emphasis on non–high-net-worth individuals.

Charles Harris is a financial advisor with IP Financial Advisory Services LLC in Dallas, TX, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes roles at Raiser, LLC, First Canterbury Securities, and various positions in the gaming industry. Outside of advising, he works as a poker dealer at The Gardens Casino and drives for a ride-share service. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and specialized consulting services, including actuarial and insurance consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, providing personalized portfolio construction and discretionary management options.

Aron Marcinkoski is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at NewBridge Securities Corporation and Meyers Associates LP. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized portfolios with discretionary management options and provides specialized services such as actuarial analysis, benefits consulting, and investment banking support.

Louis Woodbeck is a Series 65-licensed financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, bringing three years of industry experience. His work history includes roles at Innovation Partners LLC and IP Financial Advisory Services LLC since 2021, as well as prior experience with Swim Club Management Group and Red Beard Farms. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes customized portfolios for non-high-net-worth individuals and offers access to third-party investment advisors alongside retirement-plan consulting services.

Zachary Rioux is a Series 66-licensed financial advisor with IP Financial Advisory Services LLC in Westport, MA, where he has worked since 2019. He has nine years of industry experience and also serves as president of South Coast Entertainment, an event services company. His prior experience includes roles at Innovation Partners LLC and New England Fisheries. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of discretionary portfolio management and referrals to third-party investment advisors, focusing on non–high-net-worth individuals.

Michael Thomas is a financial advisor at IP Financial Advisory Services LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Parsonex Advisory Services, Inc. and Parsonex Securities, Inc. since 2007. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with an emphasis on serving non-high-net-worth individuals.

Chase Carlin is a financial advisor at IP Financial Advisory Services LLC with 15 years of industry experience. He holds a Series 66 designation and has worked with multiple firms including Lincoln Investment and Legend Advisory Corporation. Carlin is also involved as a landlord in a real estate rental business in Salt Lake City. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolio construction and employs a range of analytical approaches while focusing on non-high-net-worth investors and retirement plan participants.

Larry Skarset is a financial advisor with IP Financial Advisory Services LLC and holds Series 65 and Series 63 licenses. He has 39 years of industry experience, including roles at Innovation Partners LLC and LifeMark Securities. Outside of finance, he has been involved with Cambridge Barbers since 1969. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on personalized portfolio construction and discretionary management, using a range of analytical approaches and specialized consulting services.

Thomas Hess is a financial advisor at IP Financial Advisory Services LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parsonex Securities. Outside of finance, Hess has worked as a waiter at Mastro's Steak House since 2015. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and management, often using discretionary authority, and provides access to third-party investment advisors.