Chester Wallace Jr. is a financial advisor with LPL Financial in Englewood, CO, holding a Series 66 designation and 25 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2008 to 2020 before joining LPL Financial in 2020. Outside of his advisory work, he is involved with several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Katie O'Leary Wiese is a financial advisor at LPL Financial with 16 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2010. Outside of her advisory role, she is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services.

Daniel Oleary is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 66 designation and previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 13 years before joining LPL Financial in 2020. Outside of his advisory work, he is involved in managing a business entity called O'Leary Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research, model portfolios, and various institutional services.

James O'Leary is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of experience in the industry and has been with LPL Financial since 2010. O'Leary also acts as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.