Nicole Davis is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked with Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA between 2005 and 2024. 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. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning, portfolio management, and institutional platforms.

Jonathan Maloney is a financial advisor with LPL Financial in Cedar Rapids, IA, holding a Series 66 license and 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a total tenure at Wells Fargo bank spanning 24 years. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Lisa Tesar is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, RBC Capital Markets, and Wells Fargo Investments. Outside of her advisory role, she acts as a fiduciary for a family trust and owns a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.