Melissa Short is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. She previously worked at Ameriprise Financial Services from 2016 to 2025 before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and technology-driven investment strategies.

Daniel Misenhimer Jr. is a financial advisor with LPL Financial in Yuma, AZ, holding the PFS™ designation and Series 63 and 66 licenses. He has 25 years of industry experience, including prior roles at Ameriprise and Ameriprise Financial Services. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting. The firm provides both discretionary and non-discretionary management and utilizes multiple investment strategies supported by in-house and third-party research.

Helen Tanner is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2016 to 2025. She also owns CPA Financial Advantage, P.C., a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.