Sean Nelson

Carrie Baalman is a financial advisor with First Heartland Consultants, Inc. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Baalman has been affiliated with First Heartland Capital, Inc. since 1993 and First Heartland Corporation since 1991. Outside of her advisory role, she is involved in crop management through participation in the Conservation Reserve Program. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based account management, and third-party asset management solutions, delivering advice through a network of independent investment adviser representatives.

Patrick Hurley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in Medicare supplement insurance policies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Anne Clayton is a Series 66 registered advisor with LPL Financial, bringing 21 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Clayton is also a co-owner of JACS Global Logistics LLC, a business unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Mark Shade is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Shade is involved in farming through Shady Acres Farms. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies.