Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial

Company Overview - Bergkamp Financial, led by Managing Partners Amy McKinley and Lori Zern, focuses on comprehensive wealth strategies, retirement planning, investments, life insurance, annuities, and long-term care insurance [1] - The firm has been affiliated with LPL Financial since 2021, benefiting from LPL's open architecture platform and robust research capabilities [3] Recent Developments - Financial advisor Danielle Qualls has joined Bergkamp Financial, bringing approximately $160 million in advisory, brokerage, and retirement plan assets from her previous firm, Stifel, Nicolaus and Co. [8] - Qualls aims to enhance the collaborative approach of the team, focusing on multigenerational financial strategies to build family legacies [2][9] Team Expansion and Goals - The addition of Qualls is seen as a strategic move to expand services and enhance holistic planning for a diverse client base, which includes farmers, teachers, and business owners [4][9] - The team emphasizes the importance of collaboration and shared values, such as strong work ethic and empathy, to better serve their clients [9] Industry Context - LPL Financial serves nearly 23,000 financial advisors and is committed to providing independent advisors with integrated capabilities and resources to support their business goals [13]