Joshua Minkstein is a financial advisor with LPL Financial and Becker Financial Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2007 and joined Becker Financial Group in 2012. 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, supported by research and various portfolio management strategies.

Andrew Marrach is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. for 10 years. Outside of advisory work, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Rodney Rollins is a financial advisor with LPL Financial in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Next Financial Group Inc for 18 years before joining LPL Financial in 2025. Rollins also operates Rollins Wealth Enterprises, a business entity for tax and investment purposes. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven investment approaches.

Joseph Bonacci is a financial advisor with LPL Financial based in Roseville, CA. He holds the CFA® designation along with Series 66 and Series 63 licenses and has 15 years of industry experience. His prior roles include positions at Northwestern Mutual and Cetera, among others. Bonacci is also involved with Sierra Ridge Wealth Management, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios and research from internal and third-party sources.

Christopher Green is a financial advisor with LPL Financial in Roseville, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Cetera Advisors LLC for four years before joining LPL Financial in 2018. Outside of his advisory role, Green is involved in buying and renovating homes. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a large network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and a variety of investment strategies.

Ashlyn Rollins Koons is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Norcal Financial Group and teaching assignments at Kansas State University and other academic institutions. She also serves as a lecturer at California State University, Chico, and works in tax preparation and accounting related to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios, including services for both discretionary and non-discretionary asset management.