Andrej Sitas is a financial advisor with LPL Financial in Encino, CA, holding a Series 66 designation and over a decade of industry experience. He previously worked at Bank of the West for 11 years and has been with BMO Bank for three years. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Kaplan is a financial advisor with LPL Financial in Encino, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Physicians Accounting Management and LPL Financial since 2001. Kaplan has also been involved in selling life, health, and disability insurance for over 18 years through his affiliated insurance service businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios, research from LPL and third parties, and various technology tools.

Jenna Kaplan is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Aon and various educational and camp-related organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Parisa Taheri Tafreshi is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at BMO Harris Bank, Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technological tools.