Sanjay Das is a CFP® professional with 33 years of industry experience, currently advising at LPL Financial since 2017. Prior to that, he worked for 15 years at National Planning Corporation. He is also an instructor at Golden Gate University and a speaker for a parent-focused seminar series. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party providers.

Cynthia Gammon is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at National Planning Corporation and with Helene Robertson, CFP National Planning Corporation. Outside of her advisory role, she is associated with a business entity for tax and investment purposes, Sanjay A. Das CFP LLC. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.