Lawrence Stevenson III is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Mitchell C. Beer. His current role includes involvement with LOGIX Federal Credit Union. 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 and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Phillip Lau is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018. Prior to this, he spent 11 years at INVEST Financial Corp and has served as an operations specialist and client services representative at Logix Federal Credit Union since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and a variety of model portfolios and research resources.

Ismael Martinez Navarro is a financial advisor with LPL Financial based in Valencia, CA, holding the Series 66 designation and bringing 16 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2019 and has been with LPL Financial and Logix FCU since 2020. Outside of his advisory work, he is a co-owner of a food truck business called Ricky's Fish Tacos in San Fernando, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by in-house and third-party research.

Leticia Meza Guerrero is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2018. Prior to that, she was affiliated with LOGIX Federal Credit Union, INVEST Financial Corp, Glendale Securities Inc, and Mundial Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Kathryn Lynch is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked previously at Logix Federal Credit Union, Chase Bank, and Spirit Airlines. Kathryn is also involved with Logix Financial Services, a business related to her LPL activities. LPL Financial is a national 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.