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Denise E

Series 66

Waverly, IA

LPL Financial

Denise Eskelson is a financial advisor with LPL Financial in Waverly, Iowa, holding a Series 66 designation and 14 years of industry experience. She has previously worked at firms including Morgan Stanley, Merrill, OneMain Financial, and CUNA Mutual Group. She is also involved with TruStage Wealth Management Consulting Services, a business related to her work at LPL. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Todd F

Series 66

Waverly, IA

LPL Financial

Todd Faulkner is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, USAA Financial Planning Services, and Edward Jones. Outside of his advisory role, he is the owner and editor of Cardinal Editorial, a remote online business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Emily L

Series 63, Series 66

Waverly, IA

LPL Financial

Emily Lane is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for 23 years at Cuna Mutual Group and Cuna Brokerage Services, Inc. Lane is also involved with TruStage Wealth Management Consulting Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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An L

Series 63, Series 65

Waverly, IA

LPL Financial

An Le is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, An held positions at TruStage, Florida Financial Advisors DBA Texas Financial Advisors, Digitive, and completed academic roles at the University of Edinburgh and the University of Texas at Austin. Outside of advisory work, An is also employed with Rover and Outlier in non-investment related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by research and technology tools, and manages over $819 billion in discretionary assets through a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gary P

Series 63, Series 65

Waverly, IA

LPL Financial

Gary Parson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with Cuna Mutual Group and Cuna Brokerage Services since 2000 and joined LPL Financial in 2022. Outside of his advisory work, he occasionally performs as a musician in a band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment solutions, including model portfolios, third-party asset management access, and institutional platforms, supported by a large network of advisors and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mark H

Series 63, Series 66

Waverly, IA

LPL Financial

Mark Holmquist is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Cetera, State Bank, and 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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