Jeffrey Daye is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial in Appleton, WI. His prior experience includes roles at BMO Bank, Annex Wealth Management, CliftonLarsonAllen Wealth Advisors, LLC, and Schenck Investment Solutions, LLC. He is also a co-owner of Erika's Sweets Boutique, LLC, a non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions and supports advisors with advanced research and operational tools.

Jennifer Dreifuerst is a Series 66-registered financial advisor with 7 years of industry experience. She currently works at LPL Financial and has prior experience at BMO Harris Financial Advisors and SII Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Theresa Henslin is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and 19 years of industry experience. She has worked at several firms including BMO Harris Financial Advisors and M&I Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage solutions including financial planning and model portfolio programs.

Benjamin Urban is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2019 and concurrently serves at BMO Bank NA since 2015. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.