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Evan G

Series 63, Series 66

Sherman Oaks, CA

LPL Financial

Evan Gray is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ascensus, Securian Financial Services, Minnesota Life Insurance, and OneAmerica Securities. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lorand P

CFP®, Series 63

Sherman Oaks, CA

LPL Financial

Lorand Parenteau is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services, where he worked for a combined 13 years. He is also involved in non-variable insurance advisory activities outside of his primary role. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Deborah L

Series 63, Series 65

Sherman Oaks, CA

LPL Financial

Deborah Lee is a financial advisor with LPL Financial in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at LPL Financial since 2007 and was previously with UBS Financial Services from 2001 to 2007. Outside of her advisory role, she has engaged in bartending for private parties and allowed her home to be used for small film projects. 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 financial planning and asset management services delivered through a large network of investment adviser representatives using model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert B

Series 63

Sherman Oaks, CA

LPL Financial

Robert Bryar is a financial advisor with LPL Financial in Sherman Oaks, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with LPL Financial since 1987. Outside of his advisory role, Bryar prepares tax returns through his separate practice, Robert J. Bryar E.A. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Connie W

Series 63, Series 65

Sherman Oaks, CA

LPL Financial

Connie Winokur is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. Winokur is also actively involved with Winokur & Winokur LLC, a firm she has operated since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment services through a large network of advisors and uses a combination of proprietary research and third-party strategies to support its advisory platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas M

Series 66

Sherman Oaks, CA

LPL Financial

Thomas Minor is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2009, following prior roles at Associated Securities Corp. and Associated Planners Investment Advisory Inc. Since 1997, he has also acted in a fiduciary capacity in a trust, unrelated to investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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