IP Financial Advisory Services LLC

James Neaylon is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for 25 years and Equitable Advisors for one year. Outside of his advisory work, Neaylon serves as president of the Illinois Manufacturing Foundation, a nonprofit focused on adult education, and holds board positions with several nonprofit organizations related to mental health and education. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a focus on non–high-net-worth individuals, combining traditional investment advisory services with insurance and risk management consulting.

Mark Weatherly is a ChFC® and holds a Series 66 license with 10 years of industry experience. He is currently with IP Financial Advisory Services LLC and has prior experience at Edward Jones. Outside of his advisory work, he serves as president of a small homeowners association in Edmonds, WA. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non‑high-net-worth individuals and utilizes a range of analyses and third-party investment advisors to construct and monitor customized portfolios.

Celestine Njoku is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, she worked at Innovation Partners, LLC and Client One Securities, LLC. She serves as the financial secretary for the South Region of the African Christian Fellowship and is involved in co-owning a small business providing accounting and consulting services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of consulting and insurance-related services.

Steven Hoffman is a financial advisor with IP Financial Advisory Services LLC in Sunnyvale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. In addition to his advisory role since 2020, he has been a financial education instructor at Sunnyvale-Cupertino Adult School and a college planning consultant at Hife College Planning since 2013. Hoffman is also CEO of Backproject Corporation, a medical device manufacturer. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also refers clients to third-party investment advisors while providing a range of consulting and insurance-related services.

Alberto Esparza is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Transamerica Financial Advisors, Dream Builders, Inc., and Blue Cross Blue Shield. Outside of advisory work, he is an independent sales agent for health insurance products affiliated with Blue Cross Blue Shield and Transamerica Financial Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm integrates a range of analytic approaches and offers access to third-party investment advisors, emphasizing service to non-high-net-worth individuals.

Paul Graffy is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Piper Jaffray & Co. and Advisory Research Inc. He is also involved with Mathsights Corporation, a software company focused on retirement planning, where he serves as a non-paid strategic advisory board member. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while offering a range of actuarial, insurance consulting, and risk management services.

David Block is a CFP® with 32 years of industry experience, currently serving at IP Financial Advisory Services LLC. His career includes roles at Innovation Partners LLC, Cetera, Avantax, and Lifemark Securities Corp. He is also CEO of TaxMaster Financial Service Corporation and serves as a board member for NYC Basket Brigade Inc., a nonprofit focused on providing Thanksgiving dinner baskets to families in need. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and access to third-party investment advisors, with a focus on non-high-net-worth retail clients.

Kevin Fifield is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at SAGEPOINT FINANCIAL and Innovation Partners LLC, and he has owned Byron Center Financial Services, Inc. since 1998. He serves as a board member of the Byron Historical Society. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and often uses discretionary authority to manage customized portfolios, with a focus on non-high-net-worth individuals.

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

Arthur Johnson III is a financial advisor at IP Financial Advisory Services LLC with over a decade of experience in the industry. He holds Series 63 and Series 66 licenses and has worked previously at Unionbanc Investment Services, BGA Insurance, and U.S. Bancorp Investments. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on personalized investment strategies for non-high-net-worth investors and retirement plan participants, employing various analytical and operational approaches.

Kurt Lawn is a financial advisor with IP Financial Advisory Services LLC, holding the PFS™ designation and Series 63 license, with 27 years of industry experience. He previously worked at Avantax Investment Services, Inc. for eight years and Royal Alliance Associates for ten years. In addition to his advisory role, he provides individual and business income tax preparation and accounting services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolio construction and a range of analytic approaches, with a focus on non-high-net-worth individuals.

Michael Byers is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and bringing 27 years of industry experience. His career includes over two decades at Avantax Advisory Services and Avantax Investment Services, Inc., along with ongoing involvement at Wilder & Co. Ltd., P.C., where he works as a CPA. Outside of his advisory roles, he is a partner in real estate and mortgage-related businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, with an emphasis on non–high-net-worth individuals.

Charles Harris is a financial advisor with IP Financial Advisory Services LLC in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Innovation Partners LLC, Raiser LLC, and First Canterbury Securities, among others. Outside of financial advising, he works as a poker dealer at The Gardens Casino and occasionally as a rideshare driver. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and employs a range of investment analyses while providing access to third-party investment advisors.

Aron Marcinkoski is a financial advisor at IP Financial Advisory Services LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Newbridge Securities Corporation and Meyers Associates LP. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of analytical approaches and also offers access to third-party investment advisors while emphasizing services for non–high-net-worth individuals.

Louis Woodbeck is a Series 65-licensed financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, bringing three years of industry experience. His work history includes roles at Innovation Partners LLC and IP Financial Advisory Services LLC since 2021, as well as prior experience with Swim Club Management Group and Red Beard Farms. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes customized portfolios for non-high-net-worth individuals and offers access to third-party investment advisors alongside retirement-plan consulting services.