Cheryl Angelini is a financial advisor with LPL Financial in Racine, WI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has held roles at Educators Credit Union, CUNA Brokerage Services, Inc., and CUSO Financial Services, L.P. Outside of her advisory work, she serves as a notary and is vice president of a home-based for-profit business called Infotech Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm combines model portfolios, third-party subadvisors, and customized strategies with extensive operational tools and a broad suite of non-advisory financial services.

Joshua Kassulke is a financial advisor with LPL Financial based in Racine, WI, holding a Series 66 designation and nine years of industry experience. His work history includes roles at CUNA Brokerage Services, CUNA Mutual Group, Ameriprise Financial Services, Southport Bank, and Magnum.Media. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Daniel Larson is a Series 66-licensed financial advisor with LPL Financial, based in Racine, WI. He has experience working at Educators Credit Union and the University of Wisconsin Whitewater. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by various investment strategies and advisor tools.