Robert Davis is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at H.Beck, Inc. for 12 years as well as leading Davis Financial, LLC and Grove Point Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs and financial planning services supported by model portfolios, research, and advanced portfolio management technologies.

Andrew Hein is a CFP® with 18 years of industry experience, currently with LPL Financial since 2021. He previously worked at Waddell & Reed, Inc. and Cindie Jones, among other roles in the insurance sector. Hein also manages Hein Consulting, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Gerrans is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and his own consulting group. He has also been involved in business activities outside traditional advising, including ownership in a real estate entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Amber Meyers is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2022, she worked for seven years at Northside Heating, Cooling & Refrigeration Inc. She holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

Sarah Lysiak Rahrig is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Waddell & Reed, Inc. for 14 years before joining LPL Financial in 2021. Outside of her advisory role, she serves as a notary in Michigan and is involved with Prestige Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.