David Heiligenthaler is a CFP® professional with over 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Firms including Securities America and First Allied Advisory Services. He also operates DHFS Wealth Management, a business related to his LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans, banks, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services delivered through a large network of investment adviser representatives.

Sara Heiligenthaler is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL in 2024, she worked at Eight Eleven Group and Brooksource from 2021 to 2024 and held a position at DHFS Wealth Management in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Jerathen Tillman is a CFP® professional with 19 years of experience in the financial services industry. He currently works at LPL Financial and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elizabeth Heiligenthaler is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Securities America, Inc., DHFS Wealth Management, Investacorp, and First Allied Securities, Inc. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisors. The firm offers comprehensive financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and a range of research and portfolio management strategies.

Christina McConnell is a financial advisor with LPL Financial in Davidson, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Christina is also involved with multiple business entities related to wealth management and investment advising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and advanced portfolio solutions.

Randi Derene is a financial advisor at LPL Financial with one year of industry experience. She previously worked at 4Point Wealth Management and Belk, and has held roles outside finance, including five years at Weston Town Hall. Derene is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and technology-driven solutions.

Laura Long is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.