Jenna Vitosh is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry. She has worked at Edward Jones for 14 years before joining LPL Financial in 2025. Outside of her advisory role, she is involved with Arrive Coworking LLC, a business entity she manages for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

Braedon Nielsen is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked with several firms, including Thomas Dolan Jr., Marc Cohen, and Waddell & Reed Inc. Nielsen is also an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by model portfolios and research.

John Kroeker is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Teckmeyer Financial Services, L.L.C. for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by various model portfolios and research resources.