Foster City, CA Vintage Park Dr Office

Robert Tracy is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Securities, Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities Inc. Outside of his advisory work, he is a co-owner of a sports cards and memorabilia business. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Dennis is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He worked at MML Investors Services LLC and MassMutual Life Insurance Company for nine years before joining LPL Financial. Outside of his advisory role, he is involved with Matador Risk in executive protection services. LPL Financial serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, leveraging model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Kevin Lonergan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Mass Mutual Investors Services, Massmutual Life Insurance Co, and MetLife Securities Inc. Outside of his advisory work, he owns Hazy Hen Endeavors LLC, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from LPL Research and third-party subadvisors.

Esfandiar Zartoshty is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Mass Mutual Pacific from 2017 to 2023 and Vector Insurance from 2009 to 2017. 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, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Caryn Augst is a CFP® professional affiliated with LPL Financial, bringing 38 years of industry experience. Her prior roles include positions at MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, Lincoln Financial Advisors Corporation, and Mass Mutual Investors Services. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and various portfolio management strategies.

Kathryn Holland is a CFP®-credentialed financial advisor with nine years of industry experience. She is currently with LPL Financial and has previously worked at Fremont Bank, Edward Jones, International Research Securities, Inc., and APEX Movement. Outside of finance, she is involved in youth hockey as a scorekeeper, referee, bartender, and coach, and also operates an Etsy store as a designer and creator. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.