Steve Kluthe is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America, Pruco Securities, LLC, and Knights of Columbus Insurance. Kluthe is also an agent for non-variable insurance products, including term and whole life, long-term care, and disability insurance. 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 advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Timothy White is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Smith Hayes Advisers Inc and Waddell & Reed, Inc. He also has experience with Magyar, LLC and Fopl. 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 portfolios, third-party asset management, and institutional platforms.

Philip Shepherd is a financial advisor with LPL Financial in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes prior roles at Waddell & Reed, Wells Fargo Investments, and ownership of tax preparation and insurance businesses in Omaha. Outside of advisory services, he manages tax preparation and operates as an insurance agent alongside his advisory work. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by tools such as machine learning for research and operational purposes.