Jeffrey Goodrich is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked at several firms including Bank of the West, BancWest Investment Services, Valley Financial Management, and U.S. Bancorp Advisors. Outside of advisory work, he has engaged in teaching at UCLA and has authored publications. 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 financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and a variety of portfolio construction approaches.

Hua Jien Ting is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at Edward Jones, UBS Financial Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Raft is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corporation and Independent Advisers Group Corp. Raft is also involved in selling traditional life insurance, fixed annuities, long-term care, and disability insurance through his own business. 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 a range of financial planning and asset management services using both proprietary and third-party strategies across various account types.