Jeffrey Daney is a Series 66-licensed financial advisor with LPL Financial, based in Avon, Ohio, and has 18 years of industry experience. He previously worked for Financial Design Group, Securian Financial Services Inc., and Minnesota Life Insurance Company, all between 2007 and 2023. 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 adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Michael Kowal is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior firms include Cetera and Applied Marketing Group LLC, where he worked from 2013 to 2023 and 2017 to 2020, respectively. In addition to his advisory work, Kowal is involved with My MediChoice Network LLC, an insurance agency operating under the MediQuote brand. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and portfolio management options supported by in-house and third-party research, with services spanning discretionary and non-discretionary management and leveraging technologies such as machine learning.