Grant Raymond is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He operates under the designations Series 63 and Series 66 and is based in Irvine, CA. His outside business activities include managing two DBAs, Raymond Wesley Wealth Management and Raymond Wesley Plan Advisors, both located in Newport Beach, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ronald Brandalise is a financial advisor at LPL Financial with 27 years of industry experience. He has been with LPL Financial since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is also a licensed real estate agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Darryl Carter is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 27 years of industry experience. He has been associated with multiple firms including Cornerstone Financial Advisers and Carter Financial Management, and operates Darryl Carter & Associates, APC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs supported by research, model portfolios, and advanced technologies.

Lance Dumas is a financial advisor with LPL Financial, holding the ChFC®, Series 63, and Series 66 designations and bringing 26 years of industry experience. His prior experience includes roles at Cornerstone Financial Advisers and Cetera-affiliated firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management strategies supported by in-house and third-party research.