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.

Sean Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved in the operation of a bar and tavern in Batchtown, Illinois. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team that constructs model portfolios and offers strategic and tactical implementations.

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.