Brian McCoy is a financial advisor with LPL Financial, holding a Series 63 license and 30 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and National Planning Corporation. Outside of his advisory work, he serves as an assistant women's golf coach at California Lutheran University and is involved in laboratory and medical sales through Toxicology Management Services. 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 and access to model portfolios and third-party asset management, supported by advanced operational and research technologies.

Daniel Medina is a financial advisor with LPL Financial who holds a Series 66 designation and has seven years of industry experience. His previous roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he hosts a fitness radio show and is involved with West LA Poker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

John Grace is a financial advisor with LPL Financial, holding a Series 63 license and 46 years of industry experience. He previously worked at National Planning Corporation and Securities America before joining LPL Financial in 2021. Outside of his advisory practice, he hosts a fitness radio show and is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.