Julie Valenzuela is a financial advisor with LPL Financial in Indio, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of her advisory work, she participates as an independent demonstrator for Stampin’ Up, focusing on paper crafting. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

Cody Roulier is a financial advisor with LPL Financial who holds a Series 66 designation and has 21 years of industry experience. He has worked at LPL Financial since 2019 and has owned CWR Solutions, Inc. since 2014. Prior to that, he worked for Waddell & Reed Inc. and various insurance carriers from 2004 to 2021. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Vincent Nerone is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and U.S. Bancorp Investments, Inc. Outside of advising, he is involved with Nerone Legacy Holdings LLC, operating Sand and Stripes Apparel. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Shannon Miller is a financial advisor with LPL Financial in Indio, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with LPL Financial and its predecessor firms since 2006. Outside of her advisory work, she serves as a Canine Good Citizen (CGC) Testing Evaluator for the American Kennel Club. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.