Thomas Jacobson is a financial advisor with LPL Financial in Fargo, ND, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at SagePoint Financial and Investment Centers of America, Inc. He also operates a fixed insurance agency as part of his advisory activities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ann Schoenberg is a Series 66 licensed financial advisor with LPL Financial, based in Fargo, ND, and has 17 years of industry experience. Prior to joining LPL Financial in 2018, she worked at SagePoint Financial, Investment Centers of America, Inc., and Cornerstone Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.