Chris Dumford is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 63 designation and over 37 years of industry experience. He has been with LPL Financial and its predecessor firms since 1993. In addition to his advisory role, Dumford is involved in health benefit insurance sales through Horizon Wealth Management. 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 participant-level retirement advice, supported by a platform serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Nicholas Amodio is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Charles Schwab, Thompson Class, and Quest Capital Strategies. 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 broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a range of advisory strategies and operational tools.

Jeffrey Carter is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Advisors, Bank of America, Merrill, J.P. Morgan Securities, Chase Investment Services, 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.