Lindsey Okstad is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Waddell & Reed, various insurance carriers for W & R Insurance Agencies, and managing 750 Lakeview LLC. Lindsey also operates Lindsey Okstad, LLC as a separate business entity. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Jade Cavallin is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, Jade worked at Anne Holy and Waddell & Reed, INC., and has held roles with various insurance carriers. Jade also maintains a notary business in Duluth, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Anne Holy is a financial advisor with LPL Financial based in Duluth, MN, holding a Series 66 designation and bringing 25 years of industry experience. Her prior roles include two decades at Waddell & Reed, INC., as well as involvement with various insurance carriers and community organizations such as the Duluth Lions Club and Community Action Duluth. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage options, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Draeger is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Based in Duluth, MN, Draeger also operates Viridian Wealth as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Irina Ensign is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, INC. and various insurance carriers, alongside managing her own related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.