Sheila Braun is a financial advisor at LPL Financial with five years of industry experience and a Series 66 designation. Her prior roles include ten years at PricewaterhouseCoopers LLP and five years at Commonwealth Financial Network. She also co-founded Plan to Prosper, an ongoing business venture. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kelly Braun is a CFP® professional with seven years of industry experience. She is currently affiliated with LPL Financial and has previously worked at Manning Wealth Management and Commonwealth Financial Network. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jane Braun is a CFP® professional with 39 years of experience in financial advising. She is currently with LPL Financial and has previously worked at firms including Commonwealth Financial Network and Manning Wealth Management, where she held a principal role. Outside of her advisory duties, she is president of Crown Financial Planning Corporation, an S-corporation facilitating securities firm activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, and institutions. The firm offers a variety of investment programs and utilizes a wide range of strategies implemented by advisors, supported by advanced tools and a broad non-advisory financial services platform.

Shannon Clancy is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously been involved with organizations including Plan to Prosper and the Coronado Historical Association. Her prior roles reflect involvement in both consulting and community organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.