Michael Haas is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. He previously worked at Sii Investments for four years before joining LPL Financial in 2018. Haas also owns an entity used for tax and investment purposes unrelated to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Anna Carlson is a CFP®-certified financial advisor with six years of industry experience. She is currently with LPL Financial and has prior experience at Giere Investment Services and Jackson National Management. Carlson has also worked in various roles at Wheaton College and Park Tool. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management services.