Anne Schimmel Beck is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with LPL Financial and has previously worked at firms including Avantax Insurance Agency, Cetera Wealth Services, and Capital City Financial. Outside of her advisory role, she teaches yoga and serves as president of the Reach Out Children’s Fund, a volunteer organization raising funds to improve conditions for children in Peru. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Melissa Southwell is a financial advisor with LPL Financial based in Southfield, MI, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Cetera Wealth Services, Avantax Investment Services, and Raymond James Financial Services. She serves on the board of the Livonia Kiwanis Club Early Risers Foundation and is involved in coordinating tax services through the Center for Tax Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by advisor-facing tools and extensive non-advisory financial services.