Stefanie Theuer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at BMO Harris Financial Advisors, M&I Trust, and Cetera 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 model portfolio programs, delivered by a large network of investment adviser representatives using various investment strategies.

Michael Lacey is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Johnson Financial Group, MidwestOne Investment Services, Prudential, and Global Portfolio Strategies. 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 portfolio programs, third-party asset management, and institutional platforms.