LSIA

Mark Shank is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at LS Investment Advisors, LLC since 2008. He is a member of the parish investment committee at St. Joseph Church in Grafton, Wisconsin. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, with an emphasis on fundamental analysis of U.S.-traded equities and fixed income. The firm manages approximately $916 million in discretionary assets across four advisors, offering a large-cap core equity focus and customized allocations tailored to client goals.

Daniel Kostaroff is a CFP® and CFA® with 15 years of industry experience. He has been with LS Investment Advisors, LLC since 2008. Outside of his advisory role, he volunteers teaching financial literacy at Woodside Bible Church and Dream Centers of Michigan. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, employing a fundamental analysis approach focused on large-cap U.S. equities and fixed income. The firm manages approximately $916 million in discretionary assets and serves a diverse client base that includes charitable organizations and insurance companies.

Brian Shank is a financial advisor with LSIA in Milwaukee, WI, holding a Series 66 designation and seven years of industry experience. His career includes roles at Baird, Compass Distributors, USA Mutuals, and Marquette University prior to joining LSIA in 2020. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional investors, including charitable organizations and pension plans. The firm uses a holistic approach coordinating investments with insurance and estate planning, emphasizing fundamental analysis of U.S.-traded equities and fixed income with a large-cap core equity focus.

Martha Wurzburger is a financial advisor at LS Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has been with LSIA since 2008, following prior roles at Loomis Sayles and Loomis Sayles Distributors. LSIA provides discretionary portfolio management and financial planning to individuals, families, and institutional clients, including charitable organizations and insurance companies. The firm emphasizes fundamental analysis with a large-cap core equity focus and a holistic approach that coordinates investments with insurance and estate planning.