Jake Von Halle is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Securities and Park Avenue Securities. Von Halle also operates the Von Halle Brokerage Group, which engages in the sale of various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Peter Striano is a financial advisor at LPL Financial with 50 years of industry experience. He worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research, third-party subadvisors, and various portfolio management options.

Peter Von Halle is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and has operated the Von Halle Brokerage Group since 1983. Outside of his advisory work, he is involved in selling various types of insurance, including life, disability, and Medicare supplemental insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven investment approaches.

Robert Diamond is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities Corporation for 10 years. Outside of his advisory role, he is the owner and operator of Interactive Benefit Solutions, LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.