Daniel Mahle is a financial advisor at LPL Financial with 26 years of industry experience. His credentials include Series 63, Series 65, and Series 66 licenses. Prior to joining LPL Financial in 2021, he worked with Joda Realty Group, Sanjeev Kumar, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Sanjeev Kumar is a financial advisor with LPL Financial in Arlington, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes 16 years with Waddell & Reed, Inc. and various insurance carriers through W & R Insurance Agencies. He is also involved with the IITNT Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies with access to research and diverse investment options.

Timothy Rice is a financial advisor with LPL Financial in Arlington, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior experience includes 25 years at Waddell & Reed, Inc. and associated insurance carriers. Outside of advisory work, he is involved with the Miss South Carolina Scholarship Organization and the Timothy Spencer Rice Scholarship Fund. 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 financial planning and advisory programs that include discretionary and non-discretionary management, supported by model portfolios, research, and various technology-driven investment solutions.