Trinity Clancy is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of her advisory role, she is involved with Infinity Insurance Strategies, Inc., an insurance agency. 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 variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research from LPL and third-party sources.

Edward Lee is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Executive Consultants Inc., Transamerica Financial Advisors, and World Financial Group. He also has involvement in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Don Stewart is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has previously worked at Transamerica Financial Advisors, Inc. for ten years and operates comprehensive business services including tax preparation and bookkeeping through his CPA firms. Additionally, he serves as a notary in Denver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research from various sources.