Winnie Leong is a financial advisor with LPL Financial based in Fullerton, CA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. Her prior roles include positions at Securities America Advisors, Voya Financial Advisors, American General Financial Advisors, Valic Financial Advisors, and Citigroup Global Markets. Outside of her advisory work, she is also an artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools.

Roger Chang is a financial advisor with LPL Financial in Fullerton, CA, holding a Series 63 designation and over 34 years of industry experience. His career includes prior roles at Securities America Advisors, National Planning Corporation, and his ongoing involvement with IMCG, Inc., a business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services using a variety of investment strategies and tools, supported by a large network of over 22,800 advisors and extensive asset management capabilities.