Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Members 1st Federal Credit Union and Members 1st Investment Services and Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members 1st Investment Services and Wealth Management, and may also be employees of Members 1st Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Members 1st Federal Credit Union or Members 1st Investment Services and Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Members 1st Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Check the background of your financial professional on FINRA's BrokerCheck.

Please visit LPL.com for more detailed information.

LPL Financial Form CRS

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Planning for the New Risk Landscape: Medical Inflation and Long‑Term Care Uncertainty

Published: August 7, 2026

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Planning for the New Risk Landscape Medical Inflation and Long‑Term Care Uncertainty

Why Singles Need Estate Plans Too: Protecting Your Wishes and Assets

Being single does not mean estate planning isn’t essential. Learn how an estate plan—supported by our financial advisor—can help protect your wishes and assets.

Published: August 1, 2026

Insurance Review

Gig Economy Workers: How Life Insurance Is Designed to Preserve Income and Financial Freedom

Gig workers face unique gaps in benefits. Learn how life insurance for gig workers—guided by our financial advisor—can help protect income and support long term financial stability.

Tim Sheehan

Published: August 1, 2026

Financial ManagementFinancial Planning

9 Saving Strategies During an Economic Slowdown

When costs rise and uncertainty grows, saving becomes more important. Learn how saving—supported by our financial advisor—can help you stay prepared and build financial stability.

Mike Fedash

Published: July 30, 2026

Wealth ManagementFinancial Management

Women and the Great Wealth Transfer: What the Biggest Shift in Wealth Means for You

Women are poised to shape the great wealth transfer. Learn how estate planning decisions—supported by our financial advisor—can help you prepare for what comes next.

Jacinda Webber

Published: July 25, 2026

Is Your Portfolio Still Aligned With Your Goals?

Mid-year is the perfect time to review your financial goals and investment strategy. A financial advisor can help you assess market changes and ensure your portfolio stays aligned with your long term objectives.

Kim Houck

Published: June 12, 2026

Your Guide to Summer Spending: Tips to Stay on Budget This Season

Summer fun can get pricey fast. With the right budget—and guidance from a financial advisor—you can enjoy the season without overspending. Plan ahead, stay on track and make the most of your summer.

Ryan Wukitsch

Published: June 1, 2026

Mid-Year Money Review: Smart Moves to Improve Cash Flow, Savings & Retirement Prep

A midyear financial review can help you stay organized as life, markets and priorities shift. This article outlines key areas to revisit and how a financial advisor can help you plan with clarity.

Matthew Dillon

Published: May 17, 2026

A Business Owner’s Guide to Maximizing Financial Aid and College Saving

If you own a business, preparing for college costs can take planning. This article shares tips and shows how a financial advisor can help you explore savings options and choose a path that fits your situation.

Eric Murr

Published: May 10, 2026

Empowering High-Earning Women: A Modern Guide to Smart Wealth Management

Women are leading more financial decisions than ever. This article explores how a financial advisor can support high-earning women with tax planning, goal setting and long term wealth strategies.

Eric Zalek, CFP®

Published: May 6, 2026

Strengthening Your Wealth Strategy: Key Approaches for Today’s Market

Understanding wealth management takes planning and awareness. This article highlights how a financial advisor can help you navigate diversification, market trends and long-term strategy in today’s changing environment.

Cole Backenstose

Published: April 28, 2026

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