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Robert K

Series 66

Westlake Village, CA

LPL Financial

Robert Kernochan is a financial advisor at LPL Financial in Westlake Village, CA, holding a Series 66 credential with 17 years of industry experience. He previously worked at Lincoln Financial Advisors and operated Kernochan & Associates, where he provides tax preparation and accounting services as an enrolled agent. 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 diverse advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad range of affiliated financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jaclyn M

CFP®, Series 63, Series 66, Series 65

Westlake Village, CA

LPL Financial

Jaclyn Mercer is a financial advisor at LPL Financial with 10 years of industry experience. She holds the CFP® designation as well as Series 63, 65, and 66 licenses. Her prior roles include positions at Flourish Wealth Management Inc., Ellevest, and Summit Wealth Management Group. 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 extensive technology and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Scott N

CFP®, Series 66

Westlake Village, CA

LPL Financial

Scott Nelson is a CFP® with 20 years of industry experience. He is currently with LPL Financial and has prior experience at Lincoln Financial Advisors. Nelson is also employed by California Lutheran University, where he has worked since 2013. 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 solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher G

Series 63, Series 65

Westlake Village, CA

LPL Financial

Christopher Green is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining LPL Financial, he has worked at Lincoln Financial Advisors, Empower Financial Services, and Northwestern Mutual Investment Services. He is also involved with Geoffrey's Malibu and 4Points Expeditions, where he maintains ongoing roles. 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, and institutional platforms, supported by extensive technology and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kamie A

CFP®, Series 66

Westlake Village, CA

LPL Financial

Kamie Abraham is a CFP® certified financial advisor with 12 years of industry experience. She is currently with LPL Financial and previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of her advisory role, she manages a separate financial planning business. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ardalan E

Westlake Village, CA

LPL Financial

Ardalan Esmaeili is a financial advisor with LPL Financial, based in Westlake Village, CA. He has been in the financial services industry since 2015, previously working at Burkland Associates LLC and Fintax Advisors PC before joining LPL Financial. 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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