Israel Jacob is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes over two decades at LPL Financial with a period at Raymond James Financial Services Advisors Inc. He is also involved with KJ Wealth Group LLC, a business entity for tax and investment purposes unrelated to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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 providing access to model portfolios, research, and various wealth management technologies.

Lucas Jacob is a Series 66–licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2025 and previously spent six years with Raymond James Financial Services. Jacob holds a notary public role in Lynden, WA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Matthew Kok is a ChFC® credentialed advisor with 28 years of industry experience, currently serving at LPL Financial. He has previously worked at Raymond James Financial Services Advisors Inc. and Peoples Bank. He is involved with KJ Wealth Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary portfolio management supported by proprietary and third-party research.