Maxwell Neese is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Cambridge Investment Research Advisors, MWA Financial Services, and Modern Woodmen of America. 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, utilizing a range of investment strategies and advisor support tools.

Timothy Heisterkamp is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he worked at Cambridge Investment Research Advisors and Investment Centers of America, Inc. Heisterkamp is also a minister and has been involved in political organizing through the Thomas Laehn Exploratory Committee, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.