Dennis Starbuck is a CFP® professional with 38 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Sigma Financial Corporation, Wealth Preservation Center, and Cetera Advisors LLC. He also conducts seminars through Wealth Preservation Center, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicole Starbuck is a financial advisor with LPL Financial in Kalamazoo, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Sigma Financial Corporation, Cetera Advisors, and Plains Cooperative Telephone Association. She is also involved in tax preparation and accounting services alongside her advisory work. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Stauffer III is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Farmers Insurance, The Empowerment Institute, and Child and Family Psychological Services. Outside of his advisory role, he operates businesses related to financial design and wealth preservation affiliated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory capabilities with extensive non-advisory financial services.