Cristian Lomoro is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at Northwestern Mutual Investment Services, LLC and various positions related to the University of Colorado Boulder Recreation Center. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and consulting services supported by research, model portfolios, and technology-driven solutions.

Duncan Kelm is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 license and nine years of industry experience. Prior to joining LPL Financial in 2020, he worked at Morgan Stanley Private Bank and Booz Allen Hamilton. Outside of his advisory role, Kelm owns and operates Arrow Point Tax Services, providing tax preparation and accounting services, and generates online advertising revenue through educational content on tax planning. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and strategic portfolio management.

Jacob Renteria is a financial advisor with LPL Financial based in Santa Rosa, CA. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2020, he worked at Sushiko and Sonoma State University. He also operates Arrow Point Tax Services, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.