Douglas Kuntz is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 16 years of industry experience. His prior roles include positions at Waddell & Reed, PRUCO Securities, The Prudential Insurance Company of America, and Piper Sandler. He is also involved with Associates of Clifton Park as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Sarah Moldan is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has a diverse professional background including roles at Waddell & Reed, Inc. and multiple business entities she owns. Moldan serves as a board member for Cascade Farmers Mutual Insurance Company, reflecting her involvement in the local community. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Candra Oakes Niswanger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Waddell & Reed, Inc. for over two decades and has been involved in several business ventures, including education-focused initiatives such as the Warrior X Kingdom Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.