Sergio Santana is a financial advisor at LPL Financial with one year of industry experience. He previously worked at SOS Financial Management for 12 years and has held various business ownership roles outside of investment advising, including involvement with Mangos Tropical Cafe, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Olga Espiritu is a CFP® with 19 years of experience in financial advising. She has been with LPL Financial since 2018 and previously worked at Espirito Legacy Corp, Foresters Advisory Services, LLC, and Foresters Financial. Outside of her advisory work, she is an author and has been involved in a financial planning boutique focused on serving women. 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 variety of financial planning and investment management solutions to individuals, retirement plans, and institutions, utilizing both proprietary and third-party strategies.