Lindsey Okstad is a financial advisor with LPL Financial in Duluth, MN, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, Lindsey worked at Waddell & Reed, Inc. for 16 years and was involved with various insurance carriers for 15 years. Lindsey also managed an independent business entity, Lindsey Okstad, LLC, starting in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of strategic, tactical, and alternative investment options.

Jade Cavallin is a CFP® professional with 14 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2021, following prior roles at Anne Holy and Waddell & Reed. Outside of her advisory work, she is also a licensed notary. 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 services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Anne Holy is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to this, she was engaged in insurance and investment-related roles, including a 20-year tenure at Waddell & Reed, Inc. and involvement with the Duluth Lions Club and Community Action Duluth. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Draeger is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2018 to 2021. Outside of his advisory role, he is involved with Viridian Wealth, a business operating under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 advanced research tools and a broad scope of non-advisory financial activities.

Irina Ensign is a financial advisor at LPL Financial with 16 years of industry experience and holds the CFP® and Series 66 designations. She has worked at LPL Financial since 2021 and previously operated several business entities including 750 Lakeview, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Chase Sams is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining LPL Financial, he worked at the University of Minnesota Duluth and Sams Building and Design Consultants, as well as Hermantown Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.