Jon Peterson is a financial advisor with LPL Financial in Fargo, ND, holding a Series 66 credential and over 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed and various insurance carriers, and he has taught Financial Peace University as well as participated in community organizations including Vikingland Kiwanis and 1st United Methodist Church. He also has business interests through 3 Crowns 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 and access to various portfolio management strategies, supported by a large network of investment adviser representatives.

James Zinke is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Stewardship LLC and Waddell & Reed, Inc. In addition to his advisory work, he has been involved in managing single-family rental properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various investment platforms, including model portfolios, third-party asset management, and participant-level retirement advice.