Michaela Rauscher is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc. and Merrill. Rauscher also operates an insurance agency specializing in non-variable insurance. 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 including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Craig Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Securities, Chase Investment Services, and Wamu Investments. He serves as a board member for the Tri-counties Regional Center, a nonprofit organization in Santa Barbara, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Brett Goldberg is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors, UBS Financial Services, and Merrill. Outside of finance, he is involved in a wine storage business based in Boise, Idaho. 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 institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of services.

Jacob Wong is an advisor with LPL Financial based in Westlake Village, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Townsgate Wealth Management, ServiceNow, and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Rodolfo Ruiz Jr. is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His prior work includes positions at Western International Securities, Inc., OSAIC Services, Inc., PRUCO Securities, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of advisory services, he is involved as an insurance agent and also works as an administrative assistant at Sancho Vida Inc. 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, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

Glenn Crawford is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. He previously worked at Western International Securities, Inc. and Citigroup Global Markets Inc. Crawford also manages Crawford Wealth Management, his financial advisory practice under LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives offering a range of advisory and brokerage services.

Linda Oleson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her career includes 17 years at Western International Securities, Inc. and 10 years at Merrill prior to joining LPL Financial in 2025. 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 institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

George Sinanis is a Series 66-credentialed financial advisor with 26 years of industry experience. He currently works at LPL Financial and has previously held positions at Western International Securities, U.S. Bancorp Advisors, Citigroup Global Markets, and Wamu Investments. Outside of his advisory role, he is involved in non-variable insurance activities related to investments. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of advisory strategies supported by technology and operational tools.

Jose Castillo is a financial advisor at LPL Financial with 18 years of industry experience. He has previously worked at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. Castillo holds Series 63 and Series 65 licenses. 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 investment management options, including access to third-party asset managers and institutional platforms.

Alex Mathis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Merrill. Outside of his advisory work, he serves as president of the Camarillo Pony Baseball Association, a nonprofit organization. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with machine-learning tools and managing over $819 billion in discretionary assets.

Larry Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, Banc of America Investment Services, and Citigroup Global Markets. Bernstein maintains a business entity for tax and investment purposes through LJRL, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shaun Beyrer is a financial advisor with LPL Financial in Westlake Village, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at TD Ameritrade, J.P. Morgan Securities, and PNC Wealth Management. Outside of advising, he is involved in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of advisory platforms including model portfolios, third-party asset management, and institutional solutions.

Michael Goldberg is a financial advisor with LPL Financial in Westlake Village, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he spent ten years at The Vault Pro Scooters. 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 range of advisory and brokerage services with access to model portfolios, third-party asset managers, and customized strategies.

Sean Mc Grath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Western International Securities, Banc of America Investment Services, and Morgan Stanley. Outside of his advisory work, he volunteers with the Newport Harbor Baseball Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Talin Kalfayan is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked previously at Western International Securities, Inc. for six years. In addition to her advisory role, she is employed as a legal assistant at Hamrick & Evans, LLP and is a notary. 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 financial planning and investment management services through a large network of advisors and utilizes both proprietary research and third-party strategies across various asset allocations.

Deborah Frankel is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Financial West Group, Wells Fargo Clearing, and Prudential Equity Group. Outside of finance, she is involved with Coyle Hospitality as a mystery shopper. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of representatives. The firm provides a range of financial planning and investment management services, utilizing various advisory platforms and advanced operational tools.

Douglas Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Western International Securities, D.A. Davidson & Co., Crowell, Weedon & Co., and UBS Financial Services. 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, including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Douglas Waisner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include 17 years at Western International Securities, Inc. and 11 years at Financial West Group. Outside of his advisory work, he is involved with Westlake Financial Group Inc., a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Abby Goldstein is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Wells Fargo Advisors, Merrill, and Banc of America Investment Services. She serves as a FINRA arbitrator in addition to her advisory responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and retirement plan services to individuals, institutions, and other clients through a large network of investment adviser representatives.

Shomir Mukherjee is a Series 66 licensed financial advisor with 26 years of industry experience, currently with LPL Financial since 2025. His prior experience includes roles at Western International Securities, Inc., Citigroup Global Markets, and Citicorp Investment Services. Mukherjee also has involvement with Samana Business Design Inc. for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting clients with both discretionary and non-discretionary investment strategies.

Lorraine Crawford is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Western International Securities, City National Securities, and Wells Fargo. She operates Crawford Wealth Management as a DBA for her LPL business. 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, including financial planning, model portfolios, third-party asset management, and institutional programs.

Daniel Davidian is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Western International Securities, Inc. and J.P. Morgan Securities. In addition to his advisory work, he serves as CEO and president of 5 Star Wealth Management Group Inc. and is active as a realtor and mortgage loan originator with Executive Realty & Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research and operational tools.

Eric Silvestre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Chase Bank, J.P. Morgan Securities, and Chase Investment Services. Silvestre also has involvement with Libra Financial, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Warren is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Western International Securities and PRUCO Securities. Warren also operates The Warren Group Wealth Management, Inc., a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors supported by research and technology tools.

Gaylord Rohloff is a CFP®-designated financial advisor with 40 years of industry experience, currently with LPL Financial since 2025. He previously worked at Western International Securities, Inc. for 17 years and Financial West Group for four years. Outside of his advisory work, Rohloff engages in investment-related radio, TV, and podcast activities and pursues interests as an artist and musician. 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 range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Richard Case is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His prior roles include positions at Western International Securities, Inc., Crowell, Weedon & Co., Smart Investments Advisory Incorporated, and Wells Fargo Clearing. Outside of advisory work, he is involved with Tarian Investment Services, Inc., a business entity for tax and investment purposes. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Murray is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 designations and with 33 years of industry experience. His career includes roles at Wells Fargo Advisors, Merrill, Banc of America Investment Services, UBS Financial Services, and Citigroup Global Markets. He is involved with Townsgate Wealth Management and Guidestar Private Wealth Management as business entities related to his advisory work. 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 financial planning and investment management services and supports its advisors with model portfolios, third-party subadvisors, and various institutional platforms.

David Glienke is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked for Western International Securities, Inc. for 17 years. Outside of finance, he serves as treasurer on the boards of two nonprofit organizations: Angeles Crest Christian Camp and American Turning Point. He also continues employment as a captain for American Airlines. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Robert Sessa is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include 17 years at Western International Securities, Inc. and 21 years at Walk-Safe Industries, 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Travis Henry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2004, with a period at Western International Securities, Inc. from 2012 to 2025, and previously at Morgan Stanley. In addition to his advisory role, he is involved in tax preparation and accounting through Eide Bailly. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment programs and utilizes both proprietary and third-party strategies, supported by advanced operational and research tools.

Vartan Telian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Western International Securities, Morgan Stanley & Co. LLC, and UBS Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.