Mai Park is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Morgan Stanley. 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 advisory and brokerage services supported by various investment platforms and tools.

Robert Mustafa is a CFP®-certified financial advisor with LPL Financial in Torrance, CA, with nine years of industry experience. He has worked at LPL Financial since 2016 and was also associated with Pence Wealth Management Corporation from 2016 to 2023. Mustafa serves in the United States Army Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions combined with advanced operational tools and serves over 22,800 advisors managing more than $819 billion in discretionary assets.

Philip Kavesh is a financial advisor with LPL Financial in Torrance, CA, holding CFP®, ChFC®, and Series 66 credentials and having 39 years of industry experience. He previously worked at Pence Wealth Management for 12 years and has been with LPL Financial in two separate periods since 2001. Outside of his advisory work, Kavesh is the sole owner of a law firm specializing in tax and estate planning and is involved in providing training and practice materials to estate planning professionals through Ultimate Estate Planner, Inc. 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, wrap and model portfolio programs, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

Laila Marshall Pence is a financial advisor with LPL Financial in Torrance, CA, holding the CFP® designation and Series 63 license. She has 46 years of industry experience and has previously led Pence Wealth Management and Pence Capital Management. Pence is also involved in mortgage and real estate services through Pence Real Estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by technology tools and a large network of over 22,800 advisors.