Luke Heinen is a financial advisor with LPL Financial based in Manitowoc, WI. He holds a Series 66 designation and has one year of industry experience. Heinen previously held roles at BMO Bank NA, Packerland Brokerage Services, Rohde Dales LLP, and other firms. He is currently serving a three-year term as a deacon at First Christian Reformed Church of Oostburg and was elected president of the deacons in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Brian Koch is a financial advisor with LPL Financial who holds a Series 63 designation and has 27 years of industry experience. He worked at Ameriprise for 15 years before joining LPL Financial in 2014. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools while overseeing over $819 billion in discretionary assets.