Jason Seifert is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Key Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Michael Field is a CFA® charterholder affiliated with LPL Financial and has one year of experience as a financial advisor. Prior to joining LPL Financial in 2025, he worked at Bank of America Private Bank for a total of nine years and served in the United States Army for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ethan Field is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior work history includes roles outside the financial industry at various organizations including The Brookhaven Group and Ohio Eagle. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting supported by research and model portfolios from internal and third-party resources.