Michael Erpenbach is a CFP® with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held roles at Willy Zimmerman, Waddell & Reed, Inc., and other firms. Erpenbach has also served on the St. John's University Alumni Board and the SJU Alumni Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Willy Zimmerman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining LPL in 2021, he was involved with Cedar Ridge Wealth Management Group from 2016 to 2021 and worked with Waddell & Reed Inc. as well as various insurance carriers from 2007 to 2021. He has also been active with the Woodbury High School Girls Hockey Booster Club. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced research tools.

Paige Hoffman is a financial advisor with LPL Financial holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at Willy Zimmerman, Waddell & Reed, and Kestra Investment Services. She is also the owner and CFO of The Hoffman Group, a business entity for tax and investment purposes. 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 financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational tools and a large network of advisors.

Christine Pawlenty is an investment adviser affiliated with LPL Financial, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. Her prior roles include positions at Cedar Ridge Wealth Management Group LTD and Waddell & Reed, Inc. Pawlenty is also involved in offering non-variable insurance services in Saint Paul, MN. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.