Ivan Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and New York Life Insurance Company. Outside of finance, he is an author and teaches criminology as a professor at Collin County College, as well as teaching at various educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a focus on customizable investment strategies supported by technology and extensive operational resources.

Kristopher Field is a financial advisor with LPL Financial based in Allen, TX, holding Series 63, 65, and 66 licenses and possessing 19 years of industry experience. His career includes prior roles at Hilltop Securities, PNC Investments, and BBVA Wealth Solutions among others. He is also involved with Kadens Collectibles LLC, a business entity unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, combining advisory and brokerage solutions with extensive operational and research support tools.

Denise Scharfenberger is a financial advisor with LPL Financial in Allen, TX, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. She has been with LPL Financial since 2013 and previously worked at 1st Global Advisors Inc for five years. Outside of her advisory work, she is involved in a consulting business called The Serial Nester. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Smith is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CUSO Financial Services and Cuna Mutual Group. Smith also participates as a speaker and seminar leader for CU Conferences. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Gary Sieburg is a financial advisor at LPL Financial with 41 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2006, he spent 12 years with CUNA Brokerage Services, Inc. He also sells fixed insurance products, including Medicare supplement and fixed life and annuities, through Senior Market Sales and Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party strategies supported by advisor-facing technology.