Charis Ellis is a CFP® with 11 years of industry experience, currently serving as a financial advisor with LPL Financial. Her prior experience includes roles at Murphy Financial Group, Commonwealth Financial Network, Timothy Financial Counsel, Inc., and Edward Jones. She also works as an event coordinator for College Church in Wheaton, organizing weddings, receptions, and other church events on an as-needed basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, including model portfolios, third-party asset management, and institutional platforms.

Kyle Martin is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. He has prior experience at Commonwealth Financial Network, Murphy Financial Group, and Invesco Advisers, among others. Martin is the owner of Murphy Financial Group, LLC, a private entity involved in securities, advisory, and insurance business activities, and he also conducts Medicare product referrals through E Health. 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, and institutional platforms, supported by extensive operational and research tools.

Daniel Carthew is a financial advisor at LPL Financial in Wheaton, IL, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Murphy Financial Group, Commonwealth Financial Network, Raymond James Financial Services, Crux Wealth Advisors, Kestra Investment Services, and Favia Group. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by independent adviser representatives using a variety of investment strategies.