Avery Carpenter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at UW Credit Union and LPL Financial since 2023. Outside of his advisory work, he is the lead vegan baker and menu developer at Firefly Coffeehouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Carina Alt is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been affiliated with LPL Financial since 2011 and has also worked with the University of Wisconsin-CU since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management approaches supported by research and technology.

Stephanie Hook is a financial advisor with LPL Financial, holding a Series 66 designation and having three years of industry experience. Prior to joining LPL Financial, she worked at Ality, LLC and TASC - Total Administrative Services Corporation. She is also involved with UW Credit Union in financial and wealth management roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Roth III is a Series 66-licensed financial advisor with LPL Financial, based in Sun Prairie, WI. He has one year of industry experience and has previously worked with UW Credit Union among other roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Alexa Gill is a financial advisor at LPL Financial based in Sun Prairie, WI, holding a Series 66 designation. She has experience working with UW Credit Union, First National Bank & Trust Company, and The Spaeth Family, alongside being a full-time student until 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Hans Becker is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously at UW Credit Union, Thompson Safety, and REV Group Inc. Outside of his advisory role, he is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with access to diverse model portfolios and research from multiple sources.

Katelyn Novara is a Series 66-licensed financial advisor with LPL Financial, based in Sun Prairie, WI, and has eight years of industry experience. She has worked at LPL Financial since 2017 and also has over a decade of experience with the University of Wisconsin Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.