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Christen O

Series 63, Series 66

Springfield, IL

LPL Financial

Christen Owen is a financial advisor with LPL Financial based in Springfield, IL, holding Series 63 and Series 66 credentials with six years of industry experience. Prior to her current role, she was associated with Forsyth Insurance Group and has experience in non-variable insurance. Outside of her advisory work, she has been involved with Arbonne International, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, model portfolio programs, third-party asset management, and institutional platforms to a broad client base, including individuals and institutions. The firm supports advisors with a range of discretionary and non-discretionary strategies and integrates technology tools for operational support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel S

CFP®, Series 63, Series 65

Springfield, IL

LPL Financial

Daniel Stewart is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial in Springfield, IL since 2018. His prior roles include positions at Cetera Advisor Networks and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a wide network of representatives. The firm offers diverse financial planning and investment management solutions, utilizing various portfolio strategies and technology tools, and oversees over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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