James Fischer is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He worked at Woodbury Financial Services, Inc. for 27 years before joining LPL Financial in 2018. Fischer also serves as a notary. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Neelam Krishnaney Davison is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Woodbury Financial Services, Packerland Brokerage Services, and SII Investments. Outside of her advisory role, she teaches for the Office of Continuing Education at the University of Wisconsin Fox Valley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

James Boland is a financial advisor with LPL Financial in Neenah, Wisconsin, holding a Series 66 credential and three years of industry experience. He has been involved in teaching and administrative duties at Tamarack Waldorf School since 2007. Outside of his advisory role, Boland is the owner of Ampersand Theatre Company LLC, a nonprofit organization based in Milwaukee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by numerous advisor-facing tools and a broad network of investment advisor representatives.

Christopher Tritt is a CFP® professional affiliated with LPL Financial, with three years of industry experience. He has worked at Fischer Retirement Solutions and Illumination Wealth Management, and previously spent four years at Wiatr & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Steven Phipps is a financial advisor with LPL Financial in Neenah, WI, holding a Series 66 designation and 10 years of industry experience. Before joining LPL Financial in 2018, he worked at Woodbury Financial Services and has been involved with Kobussen Buses as a bus driver since 2014. He also serves as a town clerk for Stockbridge, WI, and has experience as a licensed real estate broker. LPL Financial is a national broker-dealer and registered investment adviser that delivers advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and utilizes technology and a broad platform of financial services alongside its advisory offerings.