Peter Hafner is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2025. His prior roles include positions at NEXT Financial Group Inc. and First Allied firms, totaling over 15 years of service in those organizations. Outside of his advisory work, he is involved in tax preparation and accounting services in addition to his financial advisory activities. 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 other institutions. The firm offers a broad range of investment solutions and operational support tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Nathaniel Zawadzki is a financial advisor at LPL Financial with a Series 66 designation and approximately two years of industry experience, including his current role since 2025. His prior experience spans several firms, including Hafner Financial Group and EFPR Group. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers and utilizes various model portfolios, third-party subadvisors, and technology tools in its service delivery.