Christopher Proceviat is a financial advisor with LPL Financial in San Jose, CA. He holds the Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he held roles at Rippling, Airwallex, Matik, Navan, and Sanmina. 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 portfolios, third-party asset management, and institutional platforms.

Brent Ross is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. He previously worked at Securities America, Inc. for 18 years and has maintained DC Design Studio since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technologies and a broad platform of non-advisory financial products.

Leslie Proceviat is a financial advisor with LPL Financial in San Jose, CA, holding a Series 63 designation and over 41 years of industry experience. Prior to joining LPL Financial in 2025, Leslie spent 20 years at Securities America Advisors, Inc. and 34 years at Securities America, Inc. Leslie also manages a business offering tax preparation, accounting, and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Kevin Proceviat is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 license and one year of industry experience. Prior to joining LPL, he worked at several firms including MLP Tax and Financial Services and OSAIC. Outside of his advisory role, he is involved with MLP AS Inc., a business focused on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various investment strategies and technology tools.