Kathryn Lindfelt is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial in San Jose, CA. She previously worked at Sequoia Wealth Advisors & Investment Management, Inc. from 2016 to 2022. 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.

Carlos Curiel is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Foresters Advisory Services and Foresters Financial Services, as well as self-employment in the financial sector. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Curran Hart is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial for six years before joining LPL Financial in 2017. Hart is also involved in SEQUOIA WEALTH ADVISORS AND INVESTMENT MANAGEMENT, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management access and institutional platforms.

Matthew Prentice is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 credential and 19 years of industry experience. He previously worked at Merrill for seven years and UBS Financial Services for two years. 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.

Niki Canotas is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Associated Planners Investment Advisory Inc., Associated Securities Corp., and Capital Choice Investment Advisers, Inc. Outside of her advisory role, she is involved in a small business coaching and marketing venture and co-owns Mike & Niki's Honey Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using models, third-party subadvisors, and customized strategies.

Eliezer Lopez 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. His prior work includes roles at Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. He operates a business under the name Sequoia Wealth Advisors & Investment Management, Inc. 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.

Lizandro Salazar is a financial advisor with LPL Financial based in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Banc of America Investment Services, Inc. from 1998 to 2005. Salazar is also involved in a non-variable insurance business operating as Sequoia Wealth Advisors & Investment Management, Inc. 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, and institutional platforms, supported by extensive operational and research tools.