Anthony Bloch is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at LPL Financial since 2009, following two years at Associated Securities Corp. Bloch is involved in non-variable insurance, including health, dental, vision, long-term care, disability, life, and annuities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of strategies and tools.

Robert Greene is a Certified Financial Planner (CFP®) with 38 years of industry experience. He currently serves at LPL Financial, where he has worked since 2009, following prior roles at firms including Associated Planners Investment Advisory Inc., Tow Financial Advisors, and Raymond James Financial Services. Greene also acts in a fiduciary capacity for the Suzanne B Greene Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with advanced operational and research tools.