Ryan Paulson is a financial advisor with LPL Financial, holding a Series 66 license and nine years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation, American Federal Bank, and First International Bank & Trust. Paulson is also involved with American Federal Bank and American Federal Investments in investment-related roles and serves as a non-variable insurance agent with Ash Brokerage. 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 comprehensive financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Pamela Mckenzie is a financial advisor with LPL Financial in Cerritos, CA, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial since 2016 and previously worked at Guardian Life. Pamela also operates McKenzie Wealth Management, Inc., a business related to her advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management through a broad array of model portfolios and research resources.

Ashley Russell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining LPL Financial in 2022, Ashley worked at CUNA Brokerage Services, CUNA Mutual Group, Cetera, and Lafayette Bank & Trust Co. Ashley is involved in investment services at Purdue Federal Credit Union. 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 retirement plan consulting and brokerage services, with both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Gregory Mc Donald is a financial advisor with LPL Financial in Chapel Hill, NC. He holds a Series 66 designation and has three years of industry experience, including prior roles at Ameriprise. His background also includes a brief position at Johnnie Mercer's Fishing Pier. 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 advisers. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and portfolio management supported by proprietary and third-party research.

Logan Wiebe is a financial advisor with LPL Financial in Wichita, KS, holding Series 65 and Series 63 licenses and three years of industry experience. He has prior experience at Intrust Bank and Chisholm Trail State Bank, where he worked for seven years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology, providing both discretionary and non-discretionary portfolio management.

James Mc Kinnon is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones for five years and JPMorgan Chase for nine years. Mc Kinnon holds a Series 66 designation. 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 brokerage services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Robert Nachtsheim is a financial advisor with LPL Financial in San Diego, California. He holds a Series 66 credential and has eight years of experience at LPL Financial following four years at JPMorgan Chase. 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, employing both discretionary and non-discretionary management supported by research and model portfolios.

Teresa Toyama is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has worked with firms including Fenton Wealth Management and Centaurus Financial, Inc. In addition to her advisory role, she provides administrative support at Fenton Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios across diversified and alternative strategies.

Laura Andersen is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for six years and Guardian Investigations LLC for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios, supported by research and multiple management approaches.

Theodore Brakatselos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he serves as a church choir director, conducting Sunday and occasional weeknight services from September through June. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Michael Alred is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and has prior roles with INVEST Financial Corp, Citizens Bank and Trust, and infinex Investments, Inc. He is also involved with Citizens Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Daniel Van Meter is a financial advisor at LPL Financial with Series 66 credentials and has been working in the industry since 2024. Prior to joining LPL Financial in 2025, he was with Cadaret, Grant & Co., Inc. and completed his education at Siena College. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Charles Eisenmann is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and various model portfolios and research resources.

Marjorie Neech is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 65 designation and previously worked at Stepp & Rothwell, Inc. for six years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Riley Cavanaugh is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he was associated with Raymond James Financial and Raymond James Financial Services, Inc. He has a background that includes education and service roles at Boston University and Canyon Crest Academy. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

June Chow is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015. Outside of her advisory role, she is involved in non-variable insurance sales, including life, health, long-term care, disability, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Randy Hamel is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Heritage Insurance Group, and Avantax Investment Services, Inc. He is also involved with Simons Tax, Accounting & Financial and US Alliance Life and Security Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by proprietary and third-party research, and it uses advanced technologies such as machine learning to support portfolio management.

Kathryn Lindfelt is a CFP® professional affiliated with LPL Financial, with 17 years of industry experience. She has worked with Sequoia Wealth Advisors & Investment Management, Inc. for the past 10 years while also associated with LPL Financial since 2011. 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 retirement plan consulting, utilizing model portfolios and research from multiple sources.

Trenton Fletcher is a Series 66 licensed financial advisor with LPL Financial in Maple Grove, MN, with one year of industry experience. Prior to joining LPL Financial, he held roles at Cetera and Cetera Wealth Services and currently serves as operations manager for ProWealth Financial, where he manages daily operations and oversees hiring and training. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services through a national network of representatives.

Joshua Fleming is a CFP® professional affiliated with LPL Financial in Abilene, TX, with 17 years of industry experience. He has been with LPL Financial since 2008. Fleming operates under the DBA Prosperity Financial Services in Abilene. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management through a national network of investment adviser representatives.