Isaac Martinez is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC. Martinez has also held various roles outside the financial sector, including positions at DoorDash and in education. 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, supporting advisors with a range of investment strategies and operational tools.

Sergio Rojas is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including 16 years at Equitable Advisors and 12 years at AXA Advisors, LLC. Rojas is based in McAllen, TX. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on operational support through advanced technology and a broad suite of financial products.