Denise Eskelson is a financial advisor with LPL Financial in Waverly, Iowa, holding a Series 66 designation and 14 years of industry experience. She has previously worked at firms including Morgan Stanley, Merrill, OneMain Financial, and CUNA Mutual Group. She is also involved with TruStage Wealth Management Consulting Services, a business related to her work at LPL. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

John Joyner is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with Fisher Investments and previously worked at Edward Jones for seven years, along with prior roles at Tim Joyner Insurance Agency and State Farm VP Management Corp. Outside of his advisory work, he operates a self-proprietorship buying and selling rare coins. Fisher Investments provides discretionary portfolio management to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach with a five-member committee that integrates quantitative and qualitative research to build diversified portfolios across equity, fixed-income, and blended mandates.

Todd Faulkner is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, USAA Financial Planning Services, and Edward Jones. Outside of his advisory role, he is the owner and editor of Cardinal Editorial, a remote online business. 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 institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Emily Lane is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for 23 years at Cuna Mutual Group and Cuna Brokerage Services, Inc. Lane is also involved with TruStage Wealth Management Consulting Services. 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, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Olivia Gilliland is a financial advisor with LPL Financial in Waverly, Iowa, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at Armco Credit Union and David L Gordley, DDS LLC. Additionally, she is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategies and research tools.

Charles Headley is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022. Prior to this, he spent over 30 years with CUNA Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

An Le is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, An held positions at TruStage, Florida Financial Advisors DBA Texas Financial Advisors, Digitive, and completed academic roles at the University of Edinburgh and the University of Texas at Austin. Outside of advisory work, An is also employed with Rover and Outlier in non-investment related roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by research and technology tools, and manages over $819 billion in discretionary assets through a broad network of investment adviser representatives.

Gary Parson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over two decades with Cuna Mutual Group and CUNA Brokerage Services. Outside of his advisory role, he occasionally performs as a musician in a band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Joseph Motisi is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has nine years of industry experience, having previously worked at CUNA Mutual Group, CUNA Brokerage Services, Citizens Securities, and CITIZENS Bank. He is based in Waverly, Iowa. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad platform combining advisory and non-advisory financial activities.

Kevin Truax is a financial advisor at LPL Financial with 27 years of industry experience. He has been with LPL Financial since 2002, following a brief tenure at Wells Fargo Clearing the same year. Outside of his advisory work, he owns several young horses that are trained and shown in national competitions. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mark Holmquist is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Cetera, State Bank, and Edward Jones. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.