Jacob Bierstedt is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has been with LPL Financial since 2017 and previously worked at Jamie Houston, Northwestern Mutual Investment Services LLC, Gary Davis, and Ameriprise. He is also involved with Dixon Financial Group, LLC and Pence Financial Group LLC, entities related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 third-party asset management, utilizing model portfolios and customized strategies supported by operational tools such as machine learning.

David Dixon is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 22 years at LPL Financial and three years at CUNA Brokerage Services, Inc. He is also involved with Pence Financial Group, LLC, a related investment advisory business. 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 financial planning and investment management solutions through a large network of advisors.