Danielle Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Flagstar Bank, where she currently serves as a branch manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and utilizes a combination of discretionary and non-discretionary management supported by research and model portfolios.

John Shank is a financial advisor at LPL Financial with 17 years of experience. He holds a Series 66 credential and has previously worked at firms including Infinex Investments, Fifth Third Securities, and Wells Fargo Advisor. Outside of his advisory role, he is involved with 384EVER, LLC, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.