Roberto Proano is a financial advisor with LPL Financial in North Hollywood, CA, holding the CFP® certification and Series 66 license. He has 22 years of industry experience, including prior roles at Mass Mutual Investors Services, MetLife Securities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through its network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Gilb is a financial advisor with LPL Financial in North Hollywood, CA, holding the Series 66 designation and two years of industry experience. He has worked with Assetio Wealth Management and LPL Financial since 2023. Outside of finance, he has experience working at Trader Joe's and a research role at The Political Violence Lab. 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, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

David Connor is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience working at Assetio Wealth Management and Wai & Connor LLP. Outside of his advisory role, he is involved with Assetio Wealth Management, a related business entity. 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 research tools and a broad network of over 22,800 advisors.

Alan Feldmansky is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience, including roles at AssetIO Wealth Management and EPIC Insurance Brokers. Outside of finance, he has been involved with Lahoa since 2019. 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, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced operational and research tools.