Edgardo Bruzzone is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at LPL Financial since 2017, with additional experience at Securian Financial Services, SGC Financial and Insurance Services, Strategic Wealth Advisors Group, Waddell & Reed, and Bank of America. Bruzzone is based in San Jose, CA. 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 wide range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports advisors with advanced operational and research tools.

Robert Ostenberg is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Securian Financial Services Inc, Minnesota Life Insurance Company, and Sgc Financial & Insurance Services over a 15-year period. Outside of his advisory role, he has been involved in teaching retirement planning classes. 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 portfolio programs, third-party asset management, and institutional platforms.

Amado Rivera Jr. is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. His prior work history includes roles at City National Bank, RBC Capital Markets, Morgan Stanley Private Bank, and Waddell & Reed. Outside of his advisory work, he creates content as an Instagram creator focused on vintage remote control vehicles. 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.