Donald Haubert is a financial advisor at LPL Financial with 18 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Janus Management Holdings Corp, Janus Distributors LLC, and Merrill. Outside of his advisory work, he operates Sleeping Giant Financial Services, a business related to his LPL activities. 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 investment management services through a large network of advisors and utilizes a variety of portfolio strategies supported by advanced operational and research tools.

Melanie Mcdaniel is a financial advisor with LPL Financial in Steamboat Springs, Colorado, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has been with LPL Financial since 2006. Outside of her advisory role, she is a licensed notary public. 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, utilizing both proprietary and third-party investment strategies, supported by technology tools for operational and research purposes.