Coreen Woehl is a financial advisor at LPL Financial with ChFC® and Series 66 credentials and four years of industry experience. Her career includes roles at Patelco Credit Union, MML Investors Services, MassMutual Life Insurance Company, Bank of America, Merrill Lynch, and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research.

Darryl Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2025 and has worked at Patelcorp Service Organization and CUSO Financial Services, L.P. for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management strategies.