Satnam Khalsa is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Ameriprise and the Federal Judicial Center. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Pasco is a financial advisor with LPL Financial in Sterling, VA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include six years at M&T Securities and 13 years at Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive advisor tools and a broad platform of non-advisory financial activities.

Bryan Hale is a financial advisor with LPL Financial in Sterling, VA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for three years and has experience in various roles including real estate and investment management. Outside of his advisory work, he manages several real estate investment entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on customizable investment strategies supported by research and technology tools.

Daphne Wright is a CFP® professional with over 33 years of experience in financial advising, currently affiliated with LPL Financial since 2002. She previously worked at Independent Financial Partners from 2017 to 2019. Outside of advisory work, Wright is involved in financial education through seminar presentations and blogging for a nonprofit focused on financial literacy, and she teaches biblically-based financial management and empowerment classes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad suite of financial services.

George Khalsa is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 40 years of industry experience. His prior positions include roles at Ameriprise Financial Services Inc, IC Advisory Services, Inc., The Investment Center, Inc., and Mass Mutual Investors Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.