Earl Marquardt is a financial advisor with LPL Financial in Waunakee, WI, holding CFP® and ChFC® designations and carrying 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large 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.

Derrick Meier is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience, having worked previously at Johnson Financial Group, U.S. Bancorp Investments, U.S. Bank, and Thrivent Financial. Outside of his advisory role, he serves as an assistant golf coach for the Waunakee Boys Golf Team. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Tatiana Dickey is a CFP®-certified financial advisor with eight years of industry experience. She is currently with LPL Financial and has previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Kanak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with LPL Financial since 2012. 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 provides a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Heather Willborn is a CFP® professional with 18 years of experience in financial advising, currently with LPL Financial since 2022. Her prior roles include positions at CUNA Mutual Group and CUNA Brokerage Services, as well as work at the University of Wisconsin - Madison. Outside of finance, she has bartended at BD's Ripps Bar in Waunakee, WI. 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. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with access to model portfolios and research.