Raymond Dicius is a financial advisor with LPL Financial based in Indian Wells, CA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with TriSummit Investment Advisors and LPL Financial since 2002, and prior to that, was with RBC Capital Markets. Outside of his advisory role, he owns TriSummit Enterprises, a lifestyle consulting company that produces articles, seminars, books, and educational materials. 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 broad range of financial planning and investment services through a large network of advisors, employing various model portfolios, third-party subadvisors, and customized strategies.

Terri Dicius is a financial advisor with LPL Financial and TriSummit Investment Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with LPL Financial and TriSummit since 2002 and previously worked at RBC Capital Markets. Outside of her advisory roles, she is involved in a lifestyle consulting company that produces articles, seminars, books, and educational materials. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.