Jacqueline Sanchez Mora is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at BMO Bank NA and Target Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Erin Schmidt is a financial advisor at LPL Financial with two years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at BMO Bank NA and at St John's Lutheran Church, Preschool and Childcare. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its network of over 22,900 advisors with various operational and research tools.

David Lex is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Harris Investor Services, Uvest Financial Services Group, and Vision Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, and supports its advisors with advanced research tools and diverse investment options.