Ryan Roland is a financial advisor with LPL Financial based in Petaluma, California. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at ClearView Wealth Partners, CED Inc, Demo Sport, Apple, and the University of Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, serving individuals, retirement plans, banks, and trust companies.

William Roland is a financial advisor with LPL Financial in Petaluma, CA, holding a Series 63 designation and 36 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 23 years and Osaic FA, Inc. for 24 years. Roland is also a licensed agent selling life, health, and long-term care insurance. 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, and access to third-party asset management, with various advisor tools and a broad range of financial services beyond investment advice.