Daniel Helmer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2005 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Terry Karch is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2009, following nine years at Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Christopher Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His work history includes tenures at Cetera Advisors LLC, Next Financial Group, Inc., and UBS Financial Services. He also manages CJWM Financial LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Dennis Blackwell is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been with LPL Financial since 2002. Outside of his advisory work, he is an author. 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 broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Djuro Majstorovic is a financial advisor with LPL Financial and holds Series 63 and Series 65 registrations. He has 11 years of industry experience, including prior roles at Valic Financial Advisors and Agia. Outside of his advisory work, he is involved as a business owner in a trucking rental enterprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing a variety of investment strategies and operational tools across a large network of advisors.