David Heiligenthaler is a CFP® professional with 33 years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at firms including Securities America Advisors, DHFS Wealth Management, and First Allied Advisory Services. He also provides tax preparation and accounting services through a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology tools for advisors.

Sara Heiligenthaler is a financial advisor with LPL Financial, holding the Series 66 designation and having one year of industry experience. She previously worked at Eight Eleven Group and Brooksource for three years and has had roles at Spectrum Enterprise and DHFS Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jerathen Tillman is a CFP® professional with 19 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Elizabeth Heiligenthaler is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at Securities America, Investacorp, and First Allied Securities. She is also a notary and a co-owner of a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Christina Mcconnell is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wachovia Securities. Mcconnell also operates several business entities related to wealth management and investment advisory services. 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 and access to model portfolios and third-party asset managers.

Randi Derene is a Series 66-licensed financial advisor with LPL Financial in Davidson, NC, and has one year of industry experience. Prior to joining LPL Financial in 2024, Derene worked at 4Point Wealth Management and had roles at Belk and Weston Town Hall. Outside of advisory work, Derene is a licensed notary. 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, and institutional platforms, supported by extensive operational and research tools.

Laura Long is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked with Wells Fargo Advisors and Wells Fargo Clearing. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a network of investment adviser representatives and various technology tools.