Mark Jagow is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bancwest Investment Services, Inc., M Holdings Securities, Inc., and LPL Enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Anya Bilivsky is a financial advisor with LPL Financial in Roseville, CA, holding Series 65 and Series 63 licenses and having two years of industry experience. She has been with LPL Financial since 2019 and is also associated with SAFE Credit Union, where she has worked since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Neil Fluken is a CFP® professional with 25 years of industry experience. He has been with LPL Financial since 2020 and has previous experience at Sgc and Securian Financial Services. He is involved with SageCrest Wealth Management, an affiliated business under LPL. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory and brokerage services supported by research, model portfolios, and technology-driven investment strategies.

Frank Holloway is a CFP® and ChFC® with 32 years of experience in the financial services industry. He has worked at LPL Financial since 2002 and held leadership roles at Solano Wealth Management, Inc. and Solano Wealth Investment Advisors, LLC. Outside of his advisory work, he incorporated an investment services company for tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.