Jeffrey Hamm is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Jenna Richardson is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2022, previously affiliated with CUNA Brokerage Services and Navigator Credit Union. In addition to her advisory role, she serves as a licensed sales assistant at Navigator Credit Union and is a commissioned notary. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives employing various discretionary and non-discretionary strategies.