Seattle, WA Office

Karen Thomas is a CFP® with 24 years of industry experience, currently an advisor at LPL Financial since 2021. Her prior experience includes roles at Einberger Financial Planning Inc and Waddell & Reed Inc, among others. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Michael Rackner is a financial advisor with LPL Financial in Seattle, WA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Boeing Employee Credit Union and Linsco/Private Ledger since 2002. 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 portfolios, third-party asset management, and institutional platforms.

Timothy Nausin is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and 20 years of industry experience. His prior roles include 13 years at Waddell & Reed Inc. and various insurance carriers, as well as two years at Kms Financial Services, Inc. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging both discretionary and non-discretionary strategies supported by technology and research tools.

Kimberly Stirling is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining LPL Financial in 2023, she worked at Edward Jones from 2019 to 2023 and has held various roles in financial services and education. She also serves as a consultant outside of her advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Michael Okinaka is a CFP® professional affiliated with LPL Financial in Seattle, WA, with 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Okinaka is also an independent insurance agent representing various insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Barney Daniel is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked concurrently at Boeing Employee Credit Union since 2004. 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 services through a broad network of advisors and employs both proprietary and third-party strategies.

Sergio Garza is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His career includes roles at CUNA Mutual Group, TD Ameritrade, PNC Investments, and most recently BECU. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research and technology tools.

Wendy Connors is a Series 66 licensed financial advisor with 17 years of industry experience, currently practicing at LPL Financial in Seattle, WA. She previously worked at Financial Advocates Advisory Services from 2018 to 2021 and briefly at Kms Financial Services, Inc. in 2009. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Walker is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and having 22 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Cetera Advisor Networks, and Equitable Advisors. 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 with a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Michael Wallblom is a financial advisor with LPL Financial based in Seattle, WA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years with Morgan Stanley and its affiliated private bank. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Jared Eglington is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior work includes roles at Boeing Employee Credit Union since 2018, TIAA-CREF from 2014 to 2018, and Merrill in 2014. Outside of his advisory work, he performs in a band, dedicating time monthly to music activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and asset management services through a large network of advisors and offers a range of investment platforms that include model portfolios, third-party management, and institutional programs.

Zachary Kill is a CFA® charterholder and holds Series 66 and Series 63 licenses with 13 years of industry experience. He currently works at LPL Financial and has prior experience at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also involved with Finity Group, LLC, a business related to insurance and benefits. 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.

Gregg Dawson is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. He previously worked at KMS Financial Services, Inc. for 10 years and Waddell & Reed for one year. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Thompson is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Grove Point Investments LLC, Woodbury Financial Services Inc, and the Thompson Financial Group, a firm he was involved with for over a decade. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research tools and a broad network of over 22,000 advisors.

James Bentley is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. His background includes roles at Royal Alliance Associates and a teaching position as an adjunct professor of entrepreneurship and industrial technologies at Cal Poly State University. Outside of advisory work, he owns a company that manufactures medical training body parts and operates an internet service provider. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of investment adviser representatives.