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M. Daniel “Mick” Zwayer
LPL Registered Principal / Branch Manager & OwnerMore than anything, Mick values the strong, long-term personal relationships he has with his clients.
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As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
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Happening Now
- Global Portfolio Strategy | Resilience and Rotations Shape the Start of 2026 | February 12, 2026
LPL Research highlights sharp sector rotations, shifting leadership trends, and key market drivers shaping allocations.
- Rate and Credit View | When AI Disruption Meets Leveraged Balance Sheets: Credit Market Risks in the Software Sector | February 2026
LPL Research analyzes how AI disruption is reshaping leveraged software credit markets, widening risks in loans and private credit while challenging […]
- Weekly Market Commentary | LPL Research’s 2026 Strategic Asset Allocation | February 23, 2026
Explore LPL Research’s 2026 SAA update, featuring equity shifts, bond strategy, and purposeful diversification to support steady long‑term […]