Derwyn Anda is a financial advisor with LPL Financial in Rancho Santa Margarita, CA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank NA, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he is involved with San Diego County Credit Union Investment Services. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Paul Walters is a CFP® with 33 years of industry experience, currently advising clients at LPL Financial since 2017. Prior to joining LPL, he spent 18 years at National Planning Corporation. Outside of his financial advisory work, Walters serves as a high school football referee for the Orange County Football Officials Association and works part-time as a paralegal at Citadel Law Firm. 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 discretionary and non-discretionary strategies and advanced operational tools.