Jared Sterr is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2011. Outside of his advisory role, he is involved with JLS Capital LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with resources like LPL Research and third-party subadvisors.

Lisa Moser is a financial advisor with LPL Financial in Morton, Illinois, holding a Series 66 designation and with 20 years of industry experience. She has been with LPL Financial since 2014. In addition to her advisory role, she is a commissioned notary public for the state of Illinois. 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 services, and portfolio management options supported by internal research and third-party subadvisors.

Zachary Williams is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2021, he worked at Cornbelt Energy and the Champaign Fire Department. Outside of his advisory role, he serves as a baseball coach for Unit 5 School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.