Daniel Kundla is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for five years. Kundla is based in Greensboro, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Mary Woodward is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 39 years of industry experience. She worked at UBS Financial Services for nine years before joining LPL Financial in 2021. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Gena Barbato is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining LPL Financial in 2021, she worked for UBS Financial Services Inc. for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.