Heather Ukena is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior experience includes roles at Transamerica Financial Advisors, World Financial Group, Kelly Services, and Layton Leadership Academy. Outside of her advisory work, she is the owner of LH Elevate, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Tiffany Schrader is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Helgesen, Houtz & Jones, Great Western Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. She also serves as a paralegal at Helgesen, Houtz & Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-based strategies.