ADVISOR BIO

David Raday is a financial advisor with over 38 years of experience in the financial services industry. David is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. David has extensive experience in providing financial advice to individuals, families, and businesses. He is a highly skilled and knowledgeable advisor, and he is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Lee Swanson is a financial advisor with over 20 years of experience in the industry. David is a registered representative with FINRA and is licensed in multiple states. David is associated with Highpoint Planning Partners. David's primary area of expertise is providing financial planning and investment management services to individuals, families, and businesses. David is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Bankston is a financial professional with over 25 years of experience in the financial services industry. David has a strong background in providing financial advice to a variety of clients, including individuals, families, and small businesses. David holds a Certified Financial Planner designation and is currently registered as an Investment Advisor Representative with RWC For Life.

SPECIALIZATIONS

ADVISOR BIO

David Markiewicz is a financial advisor at LPL Financial LLC. David has been in the industry since 2016, and is registered in 51 states and two territories. David offers a wide range of financial services, including investment management, financial planning, and retirement planning. David has been with LPL Financial LLC since 2021, and prior to that, was a financial advisor at BMO HARRIS FINANCIAL ADVISORS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

ADVISOR BIO

David Olson is a financial advisor with LPL Financial LLC and has been in the industry since September 11, 2017. David is licensed in Illinois as a Registered Representative. David holds the Series 66, Series 24, Series 7 and SIE exams and has experience working with individuals, high-net-worth individuals, corporations, pensions, insurance companies and charitable organizations. Prior to joining LPL Financial LLC, David worked at BMO HARRIS FINANCIAL ADVISORS, INC.

SPECIALIZATIONS

ADVISOR BIO

David Lutter is an investment advisor representative who has been in the industry since 2005. David is currently registered with PMA Asset Management, LLC and is licensed in 14 states. David has passed several industry exams including the Series 7, Series 63, Series 24, Series 50, Series 53, and the SIE exam. David has experience working with a variety of clients including corporations, individuals, and government entities.

SPECIALIZATIONS

ADVISOR BIO

David Lecinski is an investment advisor representative with Highpoint Planning Partners, registered with the state of Illinois. David has been in the industry since 2014. David has a Series 65 license. David's previous employment includes Fairway Independent Mortgage Corporation, Asset Mutual Mortgage Corporation, and Jaguar Land Rover.

SPECIALIZATIONS

ADVISOR BIO

Deniell Veshi is a financial professional registered with J.p. Morgan Securities LLC. Deniell holds Series 63, Series 6TO, and SIE licenses. Deniell Veshi is registered in Illinois and has been in the industry since August 15, 2023.

SPECIALIZATIONS

ADVISOR BIO

Dennis Castillo is a registered representative with J.p. Morgan Securities LLC. Dennis has been in the securities industry for 5 years and is licensed in multiple states, including Illinois, Texas, Arizona, California, Florida, Hawaii, Indiana, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Wyoming, and others. Dennis's firm, J.p. Morgan Securities LLC, manages over $249 billion in assets and provides a range of advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Dennis's primary office is in Naperville, Illinois.

SPECIALIZATIONS

ADVISOR BIO

Derek Meade is a financial professional with over 17 years of experience in the financial services industry. Derek has a strong background in providing financial planning and investment advice to individuals and families. Derek is a Certified Financial Planner™ and holds the Series 7, 9, 10, and 66 securities licenses. Currently, Derek is a Registered Representative with Charles Schwab & CO., Inc. in the Naperville, Illinois office. Previously, Derek was a Registered Representative with TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Performance Trust Capital Partners, LLC. Derek has an active license in 40 states and the District of Columbia.

SPECIALIZATIONS