John Danzer is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cadaret Grant & Co., Inc., Investment Advisor Group, and Citizens Securities, Inc. In addition to his advisory roles, he operates a sole proprietorship selling fixed annuities. 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, financial planning, and retirement consulting services, with management approaches that include discretionary and non-discretionary options supported by research and model portfolios.

Sarah Kayal is a CFP® with seven years of industry experience, currently affiliated with LPL Financial. She has previously worked at Raymond James Financial Services Advisors, Inc. and First Hope Bank, where she has been active since 2014. Kayal maintains a DBA for First Hope Wealth Management related to her LPL business. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Lisa Middleton is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including CUNA Brokerage Services, Suncoast Credit Union, USAA Investment Management Company, and Fidelity Brokerage Services. Based in Tampa, FL, Middleton has roles spanning multiple financial institutions. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and incorporating model portfolios and research.

Robyn Yahner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has previously worked with Cetera and Lincoln Heritage, and currently holds a position at Thiel College. Outside of advising, she is involved with Greenville Financial Consultants, Inc., which operates as a DBA for her LPL business. 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 and research from various sources.

Abigail Adams is a financial advisor with LPL Financial in Huntsville, Alabama. She holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, she worked in various roles including involvement with early education and behavior therapy organizations, as well as managing a boutique. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, research, and various investment strategies.

Patrick Perry is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked previously at Cambridge Investment Research Advisors, Inc. and Centaurus Financial Inc. Outside of advising, Perry is active as a drummer with the musical group Goodbye July and serves as COO of a logistics and consulting firm, CGMA Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and diverse investment strategies.

Nathaniel Carlon is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for eight years before joining LPL Financial in 2023. Carlon is registered with Series 63, Series 65, and Series 66 licenses and is based in Scottsdale, AZ. Outside of his advisory role, he is involved with BMC Strategies, a non-investment related business entity. 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, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.

John Worden is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial for 20 years before joining LPL in 2024. 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, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Matthew Krajniak is a CFP® with 20 years of industry experience, currently advising clients at LPL Financial since 2021. His prior experience includes roles at Focus Financial, Royal Alliance Associates, and Waddell & Reed, Inc. He has been active in the Leads Organization of Downers Grove Executives for over a decade and owns a non-investment-related business, Midwest Motoring. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research, model portfolios, and various investment management options.

Michelle Reek is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and having one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Shamrock Trading Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Janice Hobbs is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with LPL Financial since 1989. Outside of her advisory role, she is a licensed real estate broker and has engaged in mortgage and real estate services. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Melissa Short is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. She previously worked at Ameriprise Financial Services from 2016 to 2025 before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and technology-driven investment strategies.

Daniel Faasse is a Series 66-licensed financial advisor affiliated with LPL Financial and Waypointe Wealth Advisors, based in Grand Rapids, MI. He has three years of industry experience, including roles at Royal Alliance Associates, Sii, and Royal Securities Company. 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 planning services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Mark Larkin is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Western International Securities, Inc. for 18 years. He is also involved in non-variable insurance activities related to investments. 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. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by comprehensive research and model portfolios.

Susan Perry is a financial advisor with LPL Financial in Tigard, Oregon. She holds Series 63 and Series 65 credentials and has 41 years of industry experience. Prior to joining LPL Financial in 2019, she spent 34 years at Foresters Financial and 7 years at Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 with both discretionary and non-discretionary management options.

Nicholas Krajniak is a financial advisor with LPL Financial in Newnan, GA, holding Series 66 and Series 63 licenses and six years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he is engaged as a crew member for Murphy Miller Tree Service. 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 adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.

Jason Huber is a CFP® professional with 28 years of experience in the financial industry. He has worked at LPL Financial since 2021 and previously operated Huber Nichols, Inc. He has also been involved with St Isidore Catholic Church and ran Jph Consulting Inc. in prior years. LPL Financial is an 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 through a national network of investment adviser representatives.

Steven Berry is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017, following five years at Investment Centers of America, Inc. Berry also serves as Vice President at RiverWood Bank. 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 services, including model portfolios and retirement plan consulting, supporting both discretionary and non-discretionary management approaches.

Mark Poitras is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 credential and bringing 24 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in managing real estate rental properties with family members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research and technology solutions.

William Loomis III is a CFP® professional with 44 years of industry experience, currently associated with LPL Financial since 2025. Prior to this, he spent 15 years at L.M. Kohn & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.