Barry Streeter is a financial advisor with LPL Financial who holds 40 years of industry experience. His career includes 24 years at Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial in 2021. He is also involved with Wavelength Insurance Consulting, Inc. as an insurance agent. 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 advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios.

James Dumbeck is a CFP® professional with 29 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and held prior roles at Waddell and Reed and various insurance carriers. He also served as a college instructor at Santiago Canyon College and Orange Coast College for 13 years. Dumbeck is a partner at Wavelength Insurance Consulting, Inc., a non-variable insurance firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technologies.

Zubeen Tukina is a financial advisor with LPL Financial and holds a Series 66 designation. He has nine years of industry experience, including eight years at Edward Jones and one year at Lyft. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various management options.

Karin Knoop is a financial advisor with LPL Financial who holds the Series 66 designation and has 17 years of industry experience. Her prior experience includes roles at Effective Planning, Agi Accounting Services, and Waddell & Reed, Inc. She is involved with Effective Planning for tax preparation and accounting, as well as Wavelength Insurance Consulting as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by research and multiple portfolio management options.

Marvin Waider is a financial advisor with LPL Financial, holding the CFP® designation and multiple securities licenses (Series 63, 65, 66). He has 31 years of industry experience, including 19 years at Linsco/Private Ledger Corp. He is also involved in independent fixed insurance, including life, disability, health, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by extensive research and a variety of investment management options.

Kristen Wilson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with Linsco/Private Ledger Corp. since 2007. Wilson also operates Waider Financial & Insurance Services, Inc. as a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.