Eugene Schulfer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with LPL Financial since 2009, following prior roles at Investment Advisors International, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he is involved in managing real estate operations through several business entities. 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 portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

James Robinson is a financial advisor with LPL Financial in Stevens Point, WI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He worked at Valic Financial Advisors for seven years before joining LPL Financial in 2010. Robinson is also a notary public. 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 financial planning and investment programs through a large network of advisors who employ a range of strategies, including model portfolios and third-party subadvisors.

Louann Schulfer is a financial advisor with LPL Financial in Stevens Point, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with LPL Financial since 2009 and worked previously at Investment Advisors International, Inc. from 2007 to 2009. Schulfer is also the author of a book, an activity she has pursued since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, supported by model portfolios, third-party subadvisors, and advisory technology tools.