Leanne Skelly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She previously worked for U.S. Bancorp Investments, Inc. for 12 years before joining LPL Financial in 2022. She operates under the DBA Bay Area Financial Wellness as part of her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

Melinda Orozco is a financial advisor at LPL Financial in Redwood City, CA, holding Series 63 and Series 66 designations with 11 years of industry experience. She previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. before joining LPL Financial. Orozco is involved with Bay Area Financial Wellness, a business related to her LPL 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, third-party asset management, and institutional platforms.