Daniel Duffy is a financial advisor at LPL Financial with one year of industry experience. He has worked at LPL Financial since 2024 and has been involved with 1 Track Management since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Susan Powell is a Certified Financial Planner® (CFP®) affiliated with LPL Financial, with 26 years of industry experience. She has worked with LPL Financial and its predecessor since 2002. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by a variety of model portfolios, research, and technology solutions.

Christina Bennett is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial in Tustin, CA. She has been with LPL Financial since 2008 and also works with Door Dash in a delivery service role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services through a large national network of investment adviser representatives.

Louis Windawi is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2007. He operates out of Tustin, CA, and maintains an additional business activity under Windawi & Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm provides comprehensive financial planning and advisory services with various program options, utilizing both proprietary research and third-party strategies.