Batkhuu Batjargal is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. His career includes roles at Bancwest Investment Services, Bank of the West, Edward Jones, and Morgan Stanley. Outside of his advisory work, he is the owner of a tea shop business, Maxhunt Inc DBA Boba Loca, in Concord, CA. 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 services, including discretionary and non-discretionary portfolio management supported by research from LPL Research and third-party subadvisors.

Nicholas Gomez is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Newbridge Financial Services Group, JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. He is also licensed as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from LPL and third-party subadvisors.

Kevin Zimmer is a financial advisor at LPL Financial with 33 years of industry experience. He has been with LPL Financial since 2008 and holds a Series 63 designation. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from multiple sources.