Timothy Podell is a financial advisor with LPL Financial in Port Hueneme, CA, holding a Series 63 designation and bringing 30 years of industry experience. His prior firms include Western International Securities, Wedbush Securities, and A. G. Edwards & Sons. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Yolanda Franco is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial. She has worked at several firms including Edward Jones, Wells Fargo, Merrill, and Bank of America. In addition to her advisory role, she is also an attorney providing legal services through the Law Office of Robert M. Baskin, APC. 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, third-party asset management, and institutional platforms.