Brian Shank is a financial advisor at LSIA with seven years of industry experience. He holds a Series 66 designation and has worked at Baird, Compass Distributors, LLC, USA Mutuals, and Marquette University prior to joining LSIA in 2020. LSIA provides discretionary portfolio management and financial planning services to high-net-worth individuals, families, trusts, estates, and institutional clients including charitable organizations, pension and profit-sharing plans, and insurance companies. The firm uses fundamental analysis across a variety of securities and incorporates a held-away account platform to manage defined contribution participant accounts.

Martha Wurzburger is a financial advisor at LS Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has been with LSIA since 2008, following prior roles at Loomis Sayles and Loomis Sayles Distributors. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional clients, including charitable organizations and insurance companies. The firm emphasizes fundamental analysis with a large-cap core equity focus and a holistic approach that coordinates investments with insurance and estate planning.