Daniel Mahle is a financial advisor with LPL Financial in Arlington, TX, holding Series 63, 65, and 66 designations and 26 years of industry experience. His prior roles include work with Joda Realty Group, Waddell & Reed, and Edward Jones. He has also been associated with Sanjeev Kumar since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Sanjeev Kumar is a Series 66-credentialed financial advisor with 21 years of industry experience, currently affiliated with LPL Financial in Arlington, TX. His prior work includes 16 years at Waddell & Reed, Inc. and involvement with various insurance carriers through W & R Insurance Agencies. He is also active with the IITNT Alumni Association. 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, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Timothy Rice is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers for 25 years. Rice has been involved in nonprofit activities, including the Timothy Spencer Rice Scholarship Fund since 1996 and the Miss South Carolina Scholarship Organization since 2010. 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 and access to model portfolios, third-party asset management, and institutional platforms.