Appleton, WI S Oneida Street Office

Emilie Dercks is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior roles include positions at Community First Credit Union, CUSO Financial Services, Wells Fargo Clearing, and Wells Fargo Bank. 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 financial planning, model portfolio programs, access to third-party asset management, and institutional platforms.

David Adams is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. He is also commissioned as a notary. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Marlo Burns is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, Burns worked at Community First Credit Union and Cuso Financial Services, Lp, among other firms. In addition to advisory work, Burns is employed outside the investment industry by Thedacare. 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 financial planning and investment management through a broad platform that includes model portfolios, third-party asset managers, and institutional programs.

Adam Paal is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Raymond James Financial Services and Cape Financial Group. Outside of his advisory work, he is involved with Community First Credit Union in Wisconsin. 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 range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paula Simon is a financial advisor with LPL Financial in Appleton, WI, holding Series 65 and Series 63 licenses and 11 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services, Community First Credit Union, and Chase Bank. She also has involvement with Community First Financial Advisors as a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by extensive technology and oversight of significant discretionary assets.

Kyle Mann is a financial advisor with LPL Financial in Appleton, WI, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Chase Investment Services Corp., and CUSO Financial Services. He is also involved with Community First Credit Union through Community First Financial Advisors. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational and research tools while managing over $819 billion in discretionary assets.

Mitchell Stiltjes is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Community First Credit Union and CUSO Financial Services, LP. He also has experience in insurance and sports properties. 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 solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jonathan Whitver is a financial advisor with LPL Financial in Appleton, WI, holding a Series 66 credential and nine years of industry experience. He previously worked at Bankers Life Securities Inc. and Banker's Life & Casualty for over ten years. Whitver is also associated with Community First Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms through a large network of advisors.