Francesco Setola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes roles at Tori Samuel, Waddell & Reed, PRUCO Securities, Prudential Insurance Company of America, and Foresters Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management options and research from multiple sources.

James Phillips is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 47 years of industry experience. His prior experience includes roles at Phillips Gunn Associates LLC, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he has engaged in creative writing since 2007. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kurt Macmillan is a financial advisor with LPL Financial in Sherman Oaks, CA, holding a Series 66 credential and bringing 12 years of industry experience. His prior experience includes roles at Team Network, Waddell & Reed, and various insurance carriers. Macmillan also operates a CPA practice focused on tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology solutions.

Andrew Fleming is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Waddell & Reed, various insurance carriers, and Sherman Oaks Business Builders. Fleming is also involved in a non-variable insurance agency based in Sherman Oaks, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Tori Samuel is a CFP®-certified financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. Prior to joining LPL, she worked at Waddell & Reed, Inc and various insurance carriers associated with Waddell & Reed. She has served on the Educational Foundation Board of Compton Unified School District and has experience as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting, utilizing a range of model portfolios and research resources.