Michaela Rauscher is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked for Western International Securities, Inc. for 13 years. In addition to her advisory role, she operates Michaela Rauscher Insurance Services as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Craig Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked for Western International Securities, Inc. for 10 years before joining LPL Financial in 2025. He serves as a board member for the Tri-counties Regional Center, a nonprofit organization based in Santa Barbara, CA. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Brett Goldberg is a financial advisor with LPL Financial in Westlake Village, CA. He holds the Series 66 designation and has 25 years of industry experience, including nine years at Wells Fargo Advisors prior to joining LPL Financial in 2025. Outside of his advisory role, he is the owner of BG Concepts, LLC, which operates a wine storage business in Boise, ID. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management with access to model portfolios and third-party research.

Jacob Wong is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience and previously worked at ServiceNow for six years. LPL Financial is a national 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, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Rodolfo Ruiz Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Western International Securities, Inc., Independent Capital Management, Inc., and SagePoint Financial, Inc. Outside of advising, he is involved as an administrative assistant at Sancho Vida Inc. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Glenn Crawford is a CFP® professional with 36 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Western International Securities, Inc. and Citigroup Global Markets. He also operates Crawford Wealth Management, an investment-related business. 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, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Linda Oleson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Western International Securities, Inc. since 2008 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

George Sinanis is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked for Western International Securities, Inc. for 12 years. Outside of his advisory role, he is involved with non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from internal and external sources.

Jose Castillo is a financial advisor at LPL Financial with 18 years of industry experience. He previously worked at J.P. Morgan Securities for nine years and Western International Securities, Inc. for four years. His credentials include the Series 63 and Series 65 licenses. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Alex Mathis is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked for Western International Securities, Inc. for 14 years before joining LPL Financial. Mathis serves as president of the Camarillo Pony Baseball Association, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Larry Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked for Wells Fargo Advisors for 13 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to extensive research and model portfolios.

Shaun Beyrer is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Western International Securities, J.P. Morgan Securities, JPMorgan Chase Bank, and TD Ameritrade. He is also involved in a real estate rental business unrelated to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to diverse investment models and research resources.

Michael Goldberg is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Townsgate Wealth Management in 2025, he spent ten years with The Vault Pro Scooters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Sean Mc Grath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Western International Securities, Inc. for 16 years. He volunteers with the Newport Harbor Baseball Association in Newport Beach, 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 of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and various portfolio management technologies.

Talin Kalfayan is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, Talin worked for six years at Western International Securities, Inc. Outside of financial advising, Talin is employed as a legal assistant at Hamrick & Evans, LLP and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Deborah Frankel is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. Prior to joining LPL Financial in 2025, she worked for Western International Securities, Inc. for 17 years. Outside of her advisory role, she is involved in direct sales and mystery shopping with Coyle Hospitality. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research and technology-driven portfolio management options.

Douglas Martin is a Series 66-licensed financial advisor with 26 years of industry experience, currently associated with LPL Financial since 2025. Prior to joining LPL, he worked for Western International Securities, Inc. for 12 years. Douglas is based in Westlake Village, CA. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Douglas Waisner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Western International Securities, Inc. for 17 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Westlake Financial Group Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Abby Goldstein is a CFP® professional with 18 years of experience in the financial services industry. She has worked at Wells Fargo Advisors for 13 years before joining LPL Financial in 2025. Goldstein serves as a FINRA arbitrator outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives.

Shomir Mukherjee is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. Before joining LPL Financial in 2025, he worked for Western International Securities, Inc. for 10 years. Mukherjee is involved with Samana Business Design Inc., a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Lorraine Crawford is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. and City National Securities, Inc. Crawford operates a wealth management business under a DBA for her LPL affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives, offering a broad range of financial planning and advisory programs alongside brokerage services.

Daniel Davidian is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Western International Securities, Inc. and J.P. Morgan Securities. Outside of advising, he serves as CEO and President of 5 Star Wealth Management Group Inc. and is involved in mortgage and real estate services through Executive Realty & Finance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Kazmer is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years. Kazmer is also associated with KCDM INC, a business entity for tax and investment purposes. 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, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various portfolio management services.

Eric Silvestre is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Western International Securities, J.P. Morgan Chase Bank, and J.P. Morgan Securities. 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, financial planning, and brokerage services with both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Daniel Warren is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including 15 years at Western International Securities, Inc. He operates The Warren Group Wealth Management, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gaylord Rohloff is a CFP®-designated financial advisor with 39 years of industry experience. He has worked at LPL Financial since 2025 and was previously at Western International Securities, Inc. for 17 years. Outside of his advisory work, he is involved in radio, TV, and podcasting related to investing and is also an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Richard Case is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Western International Securities, Inc. for 17 years. He is also involved with Tarian Investment Services, Inc. in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

James Murray is a financial advisor at LPL Financial with 33 years of industry experience. Before joining LPL Financial in 2025, he spent nine years at Wells Fargo Advisors. He holds Series 63 and Series 65 licenses and also operates Guidestar Private Wealth Management as a separate business entity for tax and investment purposes. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

David Glienke is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining LPL Financial in 2025, he spent 17 years at Western International Securities, Inc. He also maintains employment as a 787 Captain with American Airlines and serves as Treasurer on the boards of two nonprofit organizations, Angeles Crest Christian Camp and American Turning Point. 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 broad range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Robert Sessa is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Western International Securities, Inc. for 17 years and Walk-Safe Industries, Inc. for 21 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 model portfolios, third-party subadvisors, and various technologies in its investment approach.

Travis Henry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Western International Securities, Inc. for 13 years. In addition to his advisory role, he is involved in tax preparation and accounting services through Eide Bailly. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Vartan Telian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Western International Securities, Inc. for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and consulting services, with investment options supported by LPL Research, third-party subadvisors, and advanced portfolio management technologies.