Andrea Silva is a financial advisor with LPL Financial in Sacramento, CA, holding Series 65 and Series 63 licenses and 17 years of industry experience. She has been with LPL Financial since 2013 and previously operated Colverfield Photography for eight years. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Jeffrey Bedell is a financial advisor with LPL Financial in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at OSAIC for two years and SagePoint Financial, Inc. for 14 years. Outside of his advisory role, he operates Bedell Law Office, providing legal services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Loel Heupel is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with LPL Financial since 2008. His other business activities include offering non-variable insurance products and serving as an employee benefits consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Heather Story is a CFP® professional with six years of industry experience, currently an advisor at LPL Financial. Prior to joining LPL, she worked at Edward Jones for six years and has experience in entrepreneurial ventures including ownership roles in Hammer & Nails Grooming Inc and Huna Investments LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management supported by extensive research and innovative portfolio management technologies.

Ross Levine is a financial advisor with LPL Financial in Sacramento, CA, holding the ChFC® and Series 66 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he plays music in a band and releases records on a small scale. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by research and model portfolios.