Yu Ye is a financial advisor at LPL Financial with six years of industry experience. Ye holds Series 63 and Series 66 credentials and has worked at several firms, including New York Life Insurance Company and Nylife Securities LLC. Outside of advisory roles, Ye is involved with Golden 1 Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and various institutional services.

Matthew Perkins is a financial advisor with LPL Financial in Citrus Heights, CA. He holds a Series 66 designation and has 10 years of industry experience. Perkins has worked with LPL since 2013 and is also associated with Golden 1 Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research.