Tricia Klaphake is a financial advisor with LPL Financial in Sauk Centre, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. Klaphake is also licensed as an agent for multiple non-variable insurance products. 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 portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research and various operational tools.

Michael Kennedy is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2017, and he has led Kennedy Retirement Solutions, Inc. since 1995. Prior to joining LPL, he was with Investment Centers Of America, Inc. for 22 years. He also serves as Chief Executive Officer of Kennedy Retirement Solutions, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mc Kenzie Wall is a financial advisor with LPL Financial and holds a Series 66 designation. She has two years of industry experience, previously working at Cetera and Minnesota National Bank. Outside of finance, she is involved with Heartland Painting, where she manages accounts payable, payroll, and reporting. 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.