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Tracy F
Series 66
Seattle, WA
LPL Financial
Tracy Forsythe is a financial advisor at LPL Financial with 28 years of industry experience. She holds the Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of her advisory role, she is a co-owner of Highlander Capital LLC, a business entity for tax and investment purposes. 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, wrap and model portfolios, third-party asset management, and institutional platforms.
Aileen K
Series 63, Series 66
Seattle, WA
LPL Financial
Aileen Krohn is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc., and is also involved with Macaulay & Associates LLC. 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 financial planning and asset management services, supported by a large network of advisors and integrated financial solutions.
Charlotte Q
Series 66
Seattle, WA
LPL Financial
Charlotte Quillian is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and five years of industry experience. She previously worked at Securities America, Inc., KMS Financial Services, Inc., and ACM Wyoming. Outside of advising, she is a co-owner of Highlander Capital LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and technology tools.
David S
Series 66
Seattle, WA
LPL Financial
David Stewart is a Series 66-licensed financial advisor with LPL Financial, based in Seattle, WA, and has seven years of industry experience. Prior to joining LPL Financial in 2024, he worked at Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of his advisory role, he coaches alpine ski racing to children through the Crystal Mountain Alpine Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party managers, and customizable strategies supported by advanced operational tools.
Michael M
Series 63, Series 65
Seattle, WA
LPL Financial
Michael Macaulay is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Arbor Point Advisors and Securities America entities, and has been operating Michael N. Macaulay & Associates, LLC since 1996. Outside of his advisory work, he is a co-owner of Highlander Capital LLC, a business entity for tax and investment purposes. 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 portfolios, and institutional platforms, combining technology tools with a large network of advisors managing over $800 billion in discretionary assets.
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