Isaac Iny is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group for 21 years, Wells Fargo Clearing for one year, and Prudential Equity Group, LLC for five years. He is also involved as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and portfolio management options supported by tools like machine learning, serving a large network of over 22,800 advisors and managing substantial discretionary assets.

Nicole Cardenas is a financial advisor with LPL Financial in Woodland Hills, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial in 2025, she spent 17 years with NEXT Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by operational and research tools.