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Charles E

Series 63, Series 65

Louisville, KY

LPL Financial

Charles Eisenmann is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial since 2009 and previously at UBS Financial Services and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Giselle S

Series 63, Series 66

Louisville, KY

LPL Financial

Giselle Sada is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at JPMorgan Securities, UBS Financial Services, and Cetera. 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 a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary strategies supported by proprietary research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Diahanna V

Series 63, Series 66

Louisville, KY

LPL Financial

Diahanna Vallentine is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and 66 licenses and bringing 23 years of industry experience. Her previous roles include positions at Allen Capital, Waddell & Reed, FIFTH THIRD SECURITIES, PNC Wealth Management, Natcity Investments, and L.M. Kohn & Company. She serves on the advisory counsel for Genentech and contributes as a writer for the Patient Empowerment Network; additionally, she assists Myeloma patients in finding financial resources through a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, with a network of over 22,800 advisors and a platform integrating both advisory and non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brennen C

Series 66

Louisville, KY

LPL Financial

Brennen Carlsen is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he was with Pruco Securities LLC and has been involved in HR and employee benefits through PADOC LLC since 2017. Brennen also has experience as a self-employed professional and has worked in education roles. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason M

Series 63

Louisville, KY

LPL Financial

Jason Middleton is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL since 2008 and previously worked at Atlas Brown and Ameriprise. His credentials include the Series 63 designation. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John M

CFP®, Series 63

Louisville, KY

LPL Financial

John Michael II is a CFP® professional with 34 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Cambridge Investment Research Advisors, Private Client Services, and Woodbury Financial Services. Outside of his advisory work, he is an author of the book *A Stand for Truth*. 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 and access to third-party asset management, supported by its extensive network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Victor L

Series 66

Louisville, KY

LPL Financial

Victor Lancaster Jr. is a Series 66-registered financial advisor with 18 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corporation, Touchstone Advisors Inc, and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory role, he is the owner of Pinnacle Designs, LLC, a business unrelated to investment services. 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 and third-party asset management, utilizing technology and a broad platform to support its network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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