Jack Biedebach is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2014. His prior roles include positions at RBC Securities, Inc., Chase Investment Services Corp., Merrill, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset management, supported by advanced operational tools for advisors.

David Robertson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has previously worked at SCF Investment Advisors, Inc. for 20 years and has been involved with Robertson & Robertson Financial and SCF Marketing, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Shelly Williams is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with LPL Financial since 2025. She has previous experience at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Triad Global Asset Management, where she worked for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.