Jeffrey Pollack is a financial advisor with LPL Financial based in Agoura Hills, CA, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at PRG & Associates, LLC and Paul Gross, as well as involvement in several community and professional organizations. Outside of his advisory work, he has business interests connected to PRG & Associates, LLC in Calabasas. 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 through its network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment options.

Larry Coltin is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2021 and has prior experience with Paul Gross and Waddell & Reed, Inc. Coltin was also involved with the Kiwanis Club of Palmdale for nearly three decades and the League of Women Voters, Antelope Valley Chapter. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management.