Jacob Peaty is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2017. Prior to that, he worked for RCU Auto Services from 2015 to 2017. Outside of his advisory role, he is involved with CPS Insurance Services as a non-variable insurance producer. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a wide range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Mark Walsvick is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and over 47 years of industry experience. He has been with LPL Financial since 2009 and has operated independently since 1979. Outside of his advisory role, he provides basic tax preparation services through a related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and a combination of discretionary and non-discretionary management strategies.