Marco Rivera is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. Prior to joining LPL Financial in 2024, he spent 12 years at Ameriprise Financial Services, Inc. He is also involved with Desward Peak Partners LLC, a business entity for tax and investment purposes. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Brooks Crissey is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. He is also involved with Desward Peak Partners LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Mason is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Ameriprise and Ameriprise Financial Services, Inc. for a combined 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning services, and technology-driven investment solutions.

Brett Howard is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Wells Fargo in various advisory roles. LPL Financial serves 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.