Kevin Hatch is a financial advisor with LPL Financial in San Carlos, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with LPL Financial since 1995 and has also been self-employed since 1993. Outside of his advisory role, he services some existing fixed-term life insurance policies, occasionally receiving trail income from these renewals. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Nicole Granato is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2009. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Cortopassi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1999. In addition to his advisory role, he is an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.