Tammy Macarthur is a Series 66 licensed advisor with five years of industry experience, currently affiliated with LPL Financial in Tustin, CA. Her work history includes roles at LPL Financial since 2021, Darci Kelley from 2016 to 2019 and ongoing, as well as Waddell & Reed Inc. and various insurance carriers associated with W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, diverse advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Darci Kelley is a financial advisor with LPL Financial in Tustin, CA, holding a Series 66 designation and 27 years of industry experience. Her career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies, Inc. She also operated Darci Kelley Inc. for two years. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with access to model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

Kristen Maxwell is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked with Darci Kelley, Waddell & Reed Inc, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.