Kristian Lamont is a CFP® professional with 17 years of industry experience, currently with LPL Financial since 2021. He previously worked at Securities America Advisors and Securities America Inc from 2013 to 2021. Lamont is involved in a non-variable insurance agency and has a role with Financial Partners Insurance Agency in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and consulting services with discretionary and non-discretionary management supported by LPL Research and third-party providers.

Amy Dixon is a Series 66-licensed financial advisor with nine years of industry experience, currently practicing at LPL Financial since 2021. Her prior roles include positions at Securities America Advisors, Thrivent Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. She serves on the boards of the Wright on the Park and Good Shepherd Health Center nonprofit organizations in Mason City, IA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.