Adam Palas is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has held roles at Cetera, Merrill, and Bridge Financial, among others. Outside of his advisory work, he serves as treasurer for the Felix A Williams Elementary Parent-Teacher Association and is the owner and developer of a social media application, Daligi.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes financial planning, third-party asset management, model portfolios, and institutional solutions.

Jessica King is a financial advisor with LPL Financial, holding a Series 66 credential and 13 years of industry experience. She has previously worked at Cetera and Bridge Financial and operates Jessica King Corp, which focuses on expense management. Outside of advising, she provides personal and corporate tax preparation services. 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 and access to model portfolios, and combines advisory capabilities with a broad array of non-advisory financial services.