Jonathan Casebolt is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial in Lubbock, TX. He previously worked at Edward Jones for 16 years and at Cadaret Grant & Co., Inc. for two years. Outside of advising, he is involved with Kay Casebolt Farm in Lipan, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Paul Gaschen is a ChFC®-designated financial advisor at LPL Financial with 34 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Gaschen, Berlingeri & Associates, Cetera Advisors LLC, and Gaschen, Johnston & Associates, LLC. He has involvement in several advisory-related business activities, including ITLW Advisors, LLC, and a DBA for his LPL 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of customizable strategies.