Fernando Montemayor Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2008, following prior roles at IFMG Securities and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment and planning solutions including model portfolios, third-party asset management, and institutional platforms.

Ismael Reyes Retana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2008 and previously held positions at IFMG Securities and UBS Financial Services. Reyes Retana is also involved in insurance services through an affiliated agency that processes non-variable insurance business. 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 financial planning and asset management solutions, employing both proprietary research and third-party strategies across varying investment approaches.