Joseph Caldera is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 15 years with INVEST Financial Corporation. Caldera is based in Las Vegas, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with advisory and brokerage services. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors who employ both discretionary and non-discretionary strategies.

Jimmie Anderson is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Caldera Wealth Management and has experience in various roles including at Best Buy and University of Nevada Las Vegas. 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, and institutional platforms, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.