Dennis Ortiz Luis is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and possessing 19 years of industry experience. He has previously worked at Waddell & Reed, Inc and has been affiliated with Raymond James Financial and Crux Insurance Agency. His outside business activities include involvement with Crux Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing various portfolio management strategies and supporting tools, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.

Thomas Courtney is a financial advisor with LPL Financial based in Manhattan Beach, CA, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved as a business owner of Buffalo's Shipping & Wine LLC in Napa, CA. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.