Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. He worked at NFP Securities, Inc. for five years before joining LPL Financial in 2017. 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 financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Jesus Lopez is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2018. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.