San Jose, CA Almaden Blvd Office

Kathryn Lindfelt is a CFP® professional affiliated with LPL Financial, with 17 years of industry experience. She has worked with Sequoia Wealth Advisors & Investment Management, Inc. for the past 10 years while also associated with LPL Financial since 2011. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Carlos Curiel is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Foresters Advisory Services and Foresters Financial Services, as well as self-employment in investment advisory. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Curran Hart is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Foresters Advisory Services LLC and Foresters Financial. He is involved with Sequoia Wealth Advisors and Investment Management, an entity operating as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and strategies from LPL Research and third-party subadvisors.

Matthew Prentice is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Niki Canotas is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, she is a co-owner of Mike & Niki's Honey Company, a small home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management with access to diverse portfolios and research.

Eliezer Lopez is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2012. He operates under the DBA Sequoia Wealth Advisors & Investment Management, Inc. in San Jose, CA. 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.

Lizandro Salazar is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and offering 36 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he manages a non-variable insurance business under Sequoia Wealth Advisors & Investment Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.