J R Krause is a financial advisor with LPL Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, Krause operates Krause Wealth Management Group and is involved in life insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Diana Whitaker is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has worked at multiple firms, including Sarah Benton, Candra Oakes-Niswanger, and Waddell & Reed, with tenures ranging from seven to eighteen years. Her other business activities include managing a non-variable insurance practice and involvement with her own business entity, DMW of the Falls. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by extensive research and model portfolios.

Wade Long is a financial advisor at LPL Financial in Wilmington, NC, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with LPL Financial since 2008. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Emma Vanderlick is a Series 66 licensed advisor with LPL Financial, based in Houston, TX, with five years of industry experience. She has worked at LPL Financial since 2020 and concurrently at Amegy Bank (ZIONS Bank) since 2018. Vanderlick attended Louisiana State University from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and technology-driven strategies.

Max Skirkanich is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Davenport & Company LLC and The Virginia Tech National Science Institute. 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 model portfolios, third-party subadvisors, and technology-driven approaches.

Frances Comarshhein is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 36 years of industry experience. She has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1991. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Emilio Lira is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Waddell & Reed. Outside of advisory roles, he has been involved in insurance sales and has owned a guest house rental property. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Landis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Cetera and has served in a financial institution role at Citizens & Northern Bank since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 research and model portfolios.

Mahyn Mata is a financial advisor at LPL Financial in Boulder, CO, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, Mahyn worked in travel and spent several years with the Early Learning Center of Aspen and Aspen Skiing Company. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Pikkarainen is a financial advisor with LPL Financial in Rochester, MN, holding Series 66 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at Alerus Financial, Cetera, Home Federal Savings Bank, Stiles Financial Services, and BRP Capital LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management options.

James Kossoff is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with LPL Financial and was previously with Edward Jones for 14 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios to support diversified investment strategies.

Teuta Morina is a financial advisor with LPL Financial in Larkspur, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining LPL Financial in 2020, Morina worked at Wells Fargo Clearing and Wells Fargo Advisors. She has an ownership interest in a business involved in import-export activities unrelated to investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting services through a national network of investment adviser representatives.

David Whitson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked for Western International Securities, Inc. for 16 years before joining LPL Financial in 2025. Whitson also operates as a non-variable insurance agent. 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, offering a range of advisory programs, financial planning, and brokerage services.

Rosemarie May is a financial advisor with LPL Financial in Williamsville, NY, holding a Series 63 designation and over 13 years of industry experience. She has worked at LPL Financial and Evans Bank since 2012 and holds a notary position at Chemung Canal Trust Company. 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 brokerage services supported by in-house and third-party research and model portfolios.

David Grabner is a financial advisor with LPL Financial in Lutherville, MD, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Grove Point Investments, Grove Point Advisors, H.P Executive Group, and H. Beck, Inc. Outside of his advisory work, he is involved with a farm business in Glen Arm, MD. LPL Financial serves individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Kenneth Knox is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, and Woodbury Financial Services. Outside of his advisory work, he participates in team roping as a header. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a large national network of investment adviser representatives.

Ronald Winkler is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wedbush Securities and his own CPA firm, Ronald M. Winkler CPA PC. He is also co-owner of a real estate investment property. 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 various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Timothy Van Slooten is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior roles include positions at Raymond James Financial Services, M&T Securities, and Lakeland Financial Services. He is also involved in managing several business entities including Spruce St LLC, Amy Hill LLC, and Tim/Ron 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 financial planning and advisory programs, supported by research and model portfolios from LPL Research and third-party subadvisors.

David Buhr is a CFP® professional with 26 years of industry experience, currently serving at LPL Financial since 2004. Based in Grapevine, TX, he holds a Series 63 license and has additional roles including acting as a Texas state notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

John Ulshafer is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and 34 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.