Isaac Hart is a financial advisor with LPL Financial in Elkhorn, WI, holding the CFP®, ChFC®, and Series 66 credentials. He has 15 years of industry experience, including 13 years at Edward Jones before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker‑dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Sinan Asani is a CFP® and ChFC® with 14 years of industry experience. He is currently affiliated with LPL Financial and previously spent 12 years at Edward Jones. Sinan maintains an additional business entity for non-investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research resources.

Robert Entwistle Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 qualification and previously worked at Edward Jones for seven years. Outside of his advisory role, he is involved with OWG Financial Advisors, which operates as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Malvitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Edward Jones for six years and at Northwestern Mutual Investment Services and Northwestern Mutual Life for two years each. Outside of his advisory career, he owns Mattys Golf Club Repair LLC, a business he has operated since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology across discretionary and non-discretionary management approaches.