Paul Tereshchenko is a financial advisor at LPL Financial in Brookfield, WI, holding a Series 66 designation with 20 years of industry experience. He previously worked at SII Investments, Inc. for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

David Klapatch is a financial advisor with LPL Financial in Brookfield, WI, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at LPL Financial since 2018 and concurrently manages Klapatch Wealth Management, LLC, which he established in 2010. 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 various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

Joseph Arnold is a financial advisor with LPL Financial in Brookfield, Wisconsin, holding a Series 66 designation and having 22 years of industry experience. He has worked with LPL Financial since 2018 and with SII Investments, Inc. since 2010. Outside of his advisory role, Arnold coaches basketball at Lake Country School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by research and model portfolios.

Lindsey Kreske is a CFP® professional with 20 years of experience in the financial industry. She has worked at LPL Financial since 2023 and previously spent 18 years at Ameriprise Financial Services, Inc. Kreske operates Kreske Financial Services, LLC, an investment-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios from both internal and third-party sources.