Andrej Sitas is a financial advisor at LPL Financial with a Series 66 designation and over a decade of experience in the banking and financial services industry. He previously worked at Bank of the West for 11 years and BMO Bank for three years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and advisory services supported by proprietary research and technology, operating on a large scale with over 22,800 advisors and $819 billion in discretionary assets.

Robert Kaplan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been involved with Physicians Accounting Management and LPL Financial since 2001. Kaplan has an active role in selling life, health, and disability insurance through his own financial management and insurance services firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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.

Jenna Kaplan is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Aon and University of Southern California. Kaplan also has experience with River Way Ranch Camp and Bellacures. 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, delivering advice through a large network of investment adviser representatives.

Parisa Taheri Tafreshi is a financial advisor at LPL Financial with six years of industry experience. She previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with a focus on strategic and tactical investment solutions supported by advisor-facing technology.