Jacob Adams is a financial advisor with LPL Financial based in Phoenix, AZ, holding a Series 66 designation. He has one year of industry experience, including work with American Financial Associates and previous academic involvement with Northern Arizona University. Outside of advisory activities, he is involved in a tax preparation and accounting business. 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 range of investment advisory and brokerage services supported by model portfolios, third-party subadvisors, and technology-driven tools.

Lance Rao is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at SagePoint Financial for five years before joining LPL Financial in 2020. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, utilizing both proprietary research and third-party strategies.