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Jill K

Series 63, Series 66

Dixon, CA

LPL Financial

Jill Knoll is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2017, previously with National Planning Corporation. Outside her advisory work, she owns Knoll's Basic Horsemanship, where she teaches horseback riding lessons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.

College savings (529s, UTMA, etc.)
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Edgar G

Series 66

Dixon, CA

LPL Financial

Edgar Guevara is a financial advisor with LPL Financial based in Dixon, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Bank of Stockton and Bbva Compass. He is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Thomas S

Series 63, Series 66

Dixon, CA

LPL Financial

Thomas Sallady is a financial advisor with LPL Financial in Dixon, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Bank of Stockton and LPL Financial since 2017 and was previously with National Planning Corp and Bank of Stockton from 1999 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Nicholas L

Series 63, Series 66

Dixon, CA

LPL Financial

Nicholas Lenz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL in 2020, he worked at Bank of Stockton and Cintas Corporation. LPL Financial is a nationwide SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Stanley T

Series 65, Series 63

Dixon, CA

LPL Financial

Stanley Tzikas is a financial advisor with LPL Financial in Dixon, CA, holding Series 65 and Series 63 credentials and possessing 37 years of industry experience. He has worked with the Bank of Stockton and National Planning Corporation prior to his current roles at LPL Financial and Bank of Stockton Investment and Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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