Jacob Whitaker is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Mariner Independent Advisor Network and THE Financial Services NETWORK. His professional background also includes roles outside the financial sector, such as positions at GT Auto Lounge and Capitol Advocacy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Alexander Hayes is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 26 years of industry experience. He previously worked at Invesco Distributors, Inc. and OppenheimerFunds. Hayes is also involved with AJ Wealth & Legacy, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.