Andrew Heller is a financial advisor with LPL Financial in Kenosha, WI, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is the owner of a business called Just a Little Kick. LPL Financial serves individual and institutional clients, including retirement plans and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Thomas Heller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Woodbury Financial Services Inc. for nine years and OSAIC for one year. He also operates T. Heller Financial, a business entity related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios.