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Frank L

Series 65, Series 63

Bakersfield, CA

LPL Financial

Frank Lee is a financial advisor with LPL Financial in Bakersfield, CA, holding Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at SCF Securities, Northwestern Mutual, and other firms. Outside of advising, he co-hosts the Moneywise Podcast, focusing on investment topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and significant discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dustin W

CFP®, Series 66, Series 63

Bakersfield, CA

LPL Financial

Dustin Weaver is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial in Bakersfield, CA. His career includes roles at SCF Securities, Bolthouse Investment Management Services, Barnes Wealth Management Group, and Ameriprise Financial Services, among others. Weaver hosts the Moneywise podcast, which focuses on investment topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kris P

Series 66

Bakersfield, CA

LPL Financial

Kris Pelster is a financial advisor with LPL Financial in Bakersfield, CA, holding a Series 66 designation and over 20 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years with SCF Investment Advisors, Inc. and SCF Securities, Inc. Pelster also hosts the Moneywise Radio Show & Podcast, which he has been involved with since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers various investment strategies, from model portfolios to customized approaches, supported by technology tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sherod W

Series 66

Bakersfield, CA

LPL Financial

Sherod Waite is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining LPL in 2025, he worked at SCF Investment Advisors, SCF Securities, and Moneywise, Inc., where he was involved for over a decade each. Outside of his advisory work, Waite owns Woolworth's Luncheonette and The Basement at Woolworth's, both non-investment-related businesses in Bakersfield, CA. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with a range of non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Justin L

CFP®, Series 65, Series 63

Bakersfield, CA

LPL Financial

Justin Leland is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial. He previously spent 10 years at SCF Investment Advisors, INC. and SCF Securities, Inc. In addition to his advisory work, he hosts the Moneywise radio podcast and is involved in local government in Kern County, California. 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 financial planning and investment management services, including model portfolios and third-party asset management, with a platform supporting strategic, tactical, and customized investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Seth P

Series 63, Series 65

Bakersfield, CA

LPL Financial

Seth Perry is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Securities, SCF Investment Advisors, Kern High School District, and Primerica Advisors. Perry is also a co-host of the MoneyWise Radio/Podcast. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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