Michael O'Malley Sr. is a financial advisor with LPL Financial based in Chicago, IL, holding a Series 63 designation and over 50 years of industry experience. His career includes long-term roles at Peb Financial Group and Grove Point Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

Eric Jenson is a financial advisor with LPL Financial in San Clemente, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior career includes roles at Transamerica Financial Advisors and Demographic Trends, among others. He maintains business activities related to tax and investment through Jenson and Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Timothy Nausin is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed Inc and various insurance carriers affiliated with W & R Insurance Agencies for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

John Dikun is a CFP® with 26 years of industry experience, currently affiliated with LPL Financial. He has been associated with LPL Financial and its predecessor entities since 2000 and has been operating his own CPA firm since 1989. In addition to his advisory work, he maintains an active CPA practice providing tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Michael Kane III is a financial advisor with LPL Financial based in Sherman, TX, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and BBVA-affiliated entities. 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 consulting, with both discretionary and non-discretionary management supported by proprietary and third-party research.

Jay Calhoun II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior firms include NYLIFE Securities LLC, Cetera, and Fletcher Financial Group. He is also involved with Wellbuilt Advising and Consulting, 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 a range of advisory programs and financial services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Spencer Decker is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wintrust Investments LLC and Morningstar Investment Management, among other firms. 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 provides a range of advisory programs, financial planning, and retirement consulting, employing discretionary and non-discretionary management supported by research from LPL and third-party sources.

Ronald Barlow is a CFP® with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He is based in Farmington Hills, MI, and holds a Series 63 license. In addition to his advisory role, he acts as a notary to facilitate client document signing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies across discretionary and non-discretionary management strategies.

Jairus Bryant is a financial advisor with LPL Financial in Modesto, CA, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2017 and was previously involved with 1st Light Energy Inc for five years. In addition to his advisory role, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by research and technology, providing both discretionary and non-discretionary portfolio management.

Leticia Sanchez is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2019 and previously worked with various insurance carriers and Waddell & Reed, Inc. in San Antonio, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including 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, including discretionary and non-discretionary management, supported by research and multiple portfolio management options.

Thomas Lewis is a financial advisor with LPL Financial in Monroe, LA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with LPL Financial since 2011 and is a principal at Lewis and Miller, LLC, where he has worked since 2015. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Anthony Lemon is a financial advisor with LPL Financial holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at First Community Credit Union and Edward Jones. He operates a DBA for investment services connected to his work at First Community 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. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and various investment strategies.

Daniel Helmer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He is based in Conroe, TX. 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, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by internal and third-party research.

Kimberly Monnahan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2022 and at Ameriprise since 2016. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Chun Bai is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Investment Services, Cathay Bank, and CTBC Bank. Chun Bai is based in Ontario, California. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, brokerage services, and model portfolios supported by LPL Research and third-party subadvisors.

Maurice Stouse III is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Raymond James and Renasant Bank. He serves on the board of the nonprofit Path of Grace, assisting with fundraising efforts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with access to both discretionary and non-discretionary management options.

Benjamin Monreal is a financial advisor with LPL Financial in Fresno, CA, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory work, he is involved with the Fig Garden Swim & Racquet Club in Fresno. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through its network of investment adviser representatives.

Gina Pafundi is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2012. She operates under the DBA Financial Life Dimensions in Longview, WA. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Colin Larsen is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Pennington Partners & Co., NFP Retirement, Janus Henderson Investors, and Northwestern Mutual. He has also worked in academic settings at the University of Colorado and the University of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 through a national network of investment adviser representatives.

Joseph Shinske III is a financial advisor with LPL Financial, holding the Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. He has worked at LPL Financial since 2022 and has additional experience with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2013. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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, utilizing model portfolios and research from LPL Research and third-party subadvisors.