David Edwards is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including nine years at BMO Harris Financial Advisors and over 15 years with BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Mark Towne is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at Century Securities Associates, Inc. for 15 years before joining LPL Financial in 2022. LPL Financial is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through its nationwide network of investment adviser representatives.

David Koenig is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.