Todd Melillo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Ladenburg Thalmann Asset Management Inc. Melillo is also involved in family business entities for tax and investment purposes outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting, supported by in-house and third-party research and advanced portfolio management technologies.

Brian Schwartz is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he is an attorney providing legal services and operates a separate insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of representatives, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Andrew Duchan is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 31 years of industry experience. His prior work includes roles at Westerm International Securities and Financial West Group. He also operates a CPA practice focused on tax preparation and accounting and is a business owner in the herbal supplement industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Greg Tedesco is a financial advisor with LPL Financial in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior experience includes roles at Western International Securities, Inc. and Financial West Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services with investment management supported by proprietary research and third-party subadvisors.

Jeffrey Skogsbergh is a Certified Financial Planner® with 43 years of experience in the financial industry. He is currently with LPL Financial, joining in 2025, and has prior experience at Western International Securities, Skogsbergh Capital Management, and Financial West Group. In addition to his advisory role, he serves as a FINRA arbitrator and is involved in legal services on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Ali Rad is a financial advisor at LPL Financial with 25 years of industry experience. He has previously worked at Western International Securities, Inc. and Financial West Group. Rad holds Series 63 and Series 65 licenses and is also involved as an agent in accident and health, life, and variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing model portfolios and research from internal and third-party sources.

Lyndon Grey is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Financial West Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven strategies.

James Frew is a financial advisor with LPL Financial in Woodland Hills, CA, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. He is also involved in managing his own investment and non-investment business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced research capabilities.

David Belkin is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he serves as CFO and business owner of a chemical company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.