Santa Rosa, CA Unocal Place Office

Anthea Maybury is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 credential and 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a total of 10 years prior to joining LPL Financial. In addition to her advisory role, she is involved in real estate services as a marketing specialist on a part-time basis. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a wide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Oliver Trent is a financial advisor with LPL Financial based in Santa Rosa, California. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked in roles at Vintage Wine Estates, VML Winery, and Zoomcare. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management options supported by research and model portfolios.

Robert Trent is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Gregory Block is a CFP®-credentialed financial advisor with 25 years of industry experience. He has worked at Lincoln Financial Advisors for 22 years before joining OSAIC and currently practices at LPL Financial in Santa Rosa, CA. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.