Santa Rosa, CA Office

Toni Iannarelli is a financial advisor with LPL Financial in Santa Rosa, CA, holding Series 63 and Series 66 designations and with 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. for 10 years and has been involved with Andraos Capital Management and Union Central Life Insurance since 2008. He is also licensed as an agent for accident, health, life, and variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing model portfolios, third-party subadvisors, and technology tools to support investment strategies.

Douglas Caesare is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including various tenures at LPL Financial and roles at Grove Point Advisors and Investments. He serves on the boards of several nonprofit organizations in Santa Rosa, including Santa Rosa Memorial Park and the Independent Order of Odd Fellows. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gregory Randall is a CFP® with 29 years of industry experience and has been with LPL Financial since 2012. Prior to that, he worked at Ameriprise for 15 years. He operates a personal wealth management business under GW Randall & Associates in Santa Rosa, CA. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Arthur Pierce is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at LPL Financial since 2006 and previously spent nine years with UBS Financial Services. Pierce Financial Group, Inc. is a DBA associated with his practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies, supported by a broad platform with significant scale and integrated financial services.

Thomas Dobransky is a financial advisor with LPL Financial in Santa Rosa, CA, holding Series 63 and Series 65 credentials and totaling 44 years of industry experience. He has been with LPL Financial since 1982 and operates Thomas J. Dobransky & Associates, where he acts as trustee for the firm’s Section 401(k) plan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms. The firm supports advisors with proprietary research and technology while operating one of the largest advisory networks in the industry.

Jacob Brodt is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked for BancWest Investment Services Inc. and Bank of the West from 2000 to 2023. 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, including model portfolios and third-party asset management, supported by advisory tools and a broad network of over 22,800 advisors.

Shaun Pierce is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Costco Wholesale for 11 years. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Alan Berman is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at SagePoint Financial, OSAIC Services, and American General Securities. Outside of his advisory work, he is involved in a business offering signed baseball memorabilia. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing diversified strategies and technology tools to support account management.

Brandon Hibdon is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial. He has held roles at Lucia Securities, LLC and RJL Wealth Management, LLC since 2010 and 2011 respectively. He is involved with Lucia Capital Group, an entity related to his LPL business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad array of services with advanced operational and research tools.

Kelly Chidester is a financial advisor with LPL Financial in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2025, Chidester worked at Wedbush Securities Inc. for five years and Robert Shiperly for 17 years. Outside of financial advising, Chidester owns a local awards and laser engraving business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational tools and a large network of investment adviser representatives.

Renee Pierce is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at LPL Financial since 2006 and was previously with UBS Financial Services from 2004 to 2006. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad network of more than 22,800 advisors.