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Selina S

Series 66

Fairfield, IA

LPL Financial

Selina Simpson is a Series 66-licensed financial advisor with 20 years of industry experience, currently working at LPL Financial since 2022. She previously spent 16 years at Cambridge Investment Research, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew M

Series 66

Fairfield, IA

LPL Financial

Matthew Mullenneaux is a financial advisor with LPL Financial in Fairfield, IA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors from 2008 to 2014 before joining LPL Financial in 2014. 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 financial planning and asset management services through a large network of advisors, utilizing various investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Emily W

Series 66

Fairfield, IA

LPL Financial

Emily Wiggins is a financial advisor with LPL Financial in Fairfield, Iowa, holding a Series 66 designation and bringing 17 years of industry experience. She previously worked at Cambridge Investment Research, Inc. for 12 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms, including financial planning and third-party asset management, supported by technology tools for research and operations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Taylor M

Series 66

Fairfield, IA

LPL Financial

Taylor Mast is a financial advisor with LPL Financial in Fairfield, IA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Cambridge Investment Research Advisors. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Katrina J

Series 66

Fairfield, IA

LPL Financial

Katrina Jackson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Her career includes multiple roles at Cambridge Investment Research and Royal Alliance Associates before joining LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brittany M

Series 66

Fairfield, IA

LPL Financial

Brittany Mc Allister is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cambridge Investment Research and Bovard Studio Inc. 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 a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Juniper B

Series 66

Fairfield, IA

LPL Financial

Juniper Broz is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research and Two Rivers Bank and Trust. 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, supported by a wide network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jessica B

Series 66

Fairfield, IA

LPL Financial

Jessica Burgmeier is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, following 15 years at Cambridge Investment Research, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mary V

Series 66

Fairfield, IA

LPL Financial

Mary Viccari is a financial advisor with LPL Financial in Fairfield, IA, holding a Series 66 designation and eight years of industry experience. Her prior experience includes multiple roles at Cambridge Investment Research from 2016 to 2021. Outside of her financial advisory work, she is employed with Shokai, LLC, where she waits tables and tends bar. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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