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Valerie O

Series 66

Minneapolis, MN

LPL Financial

Valerie Oman is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at Wells Fargo Investments and its affiliated entities over 17 years, as well as Old National Bank since 2026. 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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Eric Y

Series 63, Series 66

Minneapolis, MN

LPL Financial

Eric Young is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and related Wells Fargo entities, with over 15 years at that firm before joining LPL Financial and Old National Bank in 2026. 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 investment management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

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

Series 63, Series 66

Minneapolis, MN

LPL Financial

Thomas Rushin is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and carrying 29 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Old National Bank. In addition to his advisory work, he acts in a fiduciary capacity for the Donald E Rushin Trust. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced 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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Jonathan M

CFP®, Series 63, Series 65

Minneapolis, MN

LPL Financial

Jonathan Miller is a CFP® professional with 15 years of experience in the financial services industry. He is currently with LPL Financial in Minneapolis, MN, and has prior experience at U.S. Bancorp Investments and U.S. Bank. He also holds roles related to Old National Bank. 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 and model portfolio programs, supported by technology tools and a broad 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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