Trisha Arndt is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. She is currently with LPL Financial and has held prior roles at Wealth Strategies of Wisconsin, Ltd. and Commonwealth Financial Network. Outside of her advisory work, she is a majority owner of a construction company. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced operational and research tools.

David Boyden is a financial advisor with LPL Financial in Verona, WI, holding a Series 63 designation and 43 years of industry experience. He previously worked at Commonwealth Equity Services, Inc. for 35 years. Outside of advising, he is president and owner of Boyden Financial, Inc., a private entity involved in securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset managers, supported by technology tools and a broad platform of financial products.

Chase Martin is a financial advisor with LPL Financial based in Verona, WI, holding a Series 66 designation and 10 years of industry experience. He has worked previously at Wealth Strategies of Wisconsin and Commonwealth Financial Network, with additional experience at Edward Jones. 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 provides a range of financial planning and investment management services through a large network of advisors, offering access to model portfolios, third-party asset managers, and customized strategies.