Alec Hoag is a CFP® professional affiliated with LPL Financial, with eight years of industry experience. He previously worked at Lincoln Financial Advisors for eight years and held a position at Keenan Financial. He is based in Manhattan Beach, CA. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a variety of investment strategies supported by proprietary research and technology tools.

Matthew Goschnick is a financial advisor with LPL Financial in Manhattan Beach, CA, holding a Series 66 designation and over a decade of industry experience. His prior roles include positions at Prudential Financial, Salient Wealth Planning Group, PSC, Findex, and Thinking Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisers, with access to both proprietary and third-party investment strategies.

Thomas Muscarella is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial, having previously worked at Wells Fargo Clearing, Fidelity Investments, and IHT Wealth Management. Muscarella has spent over eight years across two separate periods at LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial activities.

John Schlatter is a CFP®-credentialed financial advisor with 38 years of industry experience. He has been with LPL Financial since 2025, following 27 years at Lincoln Financial Advisors Corporation and 28 years at Osaic FA, Inc. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of strategic and tactical investment options.

Robert Miera is a Series 66-licensed financial advisor with LPL Financial, based in Manhattan Beach, CA, and has four years of industry experience. His prior roles include positions at Lincoln Financial Advisors and TBG West, as well as municipal work with the City of El Segundo. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.