Steven Jillson is a financial advisor with LPL Financial who holds a Series 66 designation and has 12 years of industry experience. He has been with LPL Financial since 2013. Outside of advisory work, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Mark Jillson is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 credentials and with 43 years of industry experience. He has worked at LPL Financial since 2000. In addition to his advisory role, he is involved in tax preparation and non-variable insurance activities. 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, supported by a large network of investment adviser representatives and various operational tools.

Marta Herzog is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 designation and 26 years of industry experience. She has been with LPL Financial since 2004 and previously worked at Financial West Group from 1999 to 2003. In addition to her advisory work, she is involved in non-variable insurance activities. 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 financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by advanced operational tools.