Jason Peet is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at J.P. Morgan Securities and has diverse employment history including roles outside finance such as driving for Uber. 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 including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Stephen Walker is a financial advisor with LPL Financial based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 56 years of industry experience. His prior roles include positions at Securities America Advisors, WFG Advisors, and Citigroup Global Markets. Outside of his advisory work, he is involved as an owner or co-owner in several non-investment related business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive technology and a large network of advisors.

Craig Matson is a financial advisor with Blue Dock Capital LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked as a trader since 1989. Blue Dock Capital LLC is an independent firm with a single advisor.