Westlake Village, CA 2535 Townsgate Rd Office

Michaela Rauscher is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc. and Merrill. Rauscher also operates an insurance agency specializing in non-variable insurance. 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, third-party asset management, and institutional platforms.

Craig Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Securities, Chase Investment Services, and Wamu Investments. He serves as a board member for the Tri-counties Regional Center, a nonprofit organization in Santa Barbara, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Brett Goldberg is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors, UBS Financial Services, and Merrill. Outside of finance, he is involved in a wine storage business based in Boise, Idaho. 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 a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of services.

Jacob Wong is an advisor with LPL Financial based in Westlake Village, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Townsgate Wealth Management, ServiceNow, and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Rodolfo Ruiz Jr. is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His prior work includes positions at Western International Securities, Inc., OSAIC Services, Inc., PRUCO Securities, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of advisory services, he is involved as an insurance agent and also works as an administrative assistant at Sancho Vida Inc. 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 research and technology tools.

Glenn Crawford is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. He previously worked at Western International Securities, Inc. and Citigroup Global Markets Inc. Crawford also manages Crawford Wealth Management, his financial advisory practice under LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives offering a range of advisory and brokerage services.

Linda Oleson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her career includes 17 years at Western International Securities, Inc. and 10 years at Merrill prior to joining LPL Financial in 2025. 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 a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

George Sinanis is a Series 66-credentialed financial advisor with 26 years of industry experience. He currently works at LPL Financial and has previously held positions at Western International Securities, U.S. Bancorp Advisors, Citigroup Global Markets, and Wamu Investments. Outside of his advisory role, he is involved in non-variable insurance activities related to investments. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of advisory strategies supported by technology and operational tools.

Jose Castillo is a financial advisor at LPL Financial with 18 years of industry experience. He has previously worked at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. Castillo holds Series 63 and Series 65 licenses. 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 other institutions. The firm offers a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

Alex Mathis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Merrill. Outside of his advisory work, he serves as president of the Camarillo Pony Baseball Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with machine-learning tools and managing over $819 billion in discretionary assets.

Larry Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, Banc of America Investment Services, and Citigroup Global Markets. Bernstein maintains a business entity for tax and investment purposes through LJRL, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shaun Beyrer is a financial advisor with LPL Financial in Westlake Village, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at TD Ameritrade, J.P. Morgan Securities, and PNC Wealth Management. Outside of advising, he is involved in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of advisory platforms including model portfolios, third-party asset management, and institutional solutions.

Michael Goldberg is a financial advisor with LPL Financial in Westlake Village, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he spent ten years at The Vault Pro Scooters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and customized strategies.

Sean Mc Grath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Western International Securities, Banc of America Investment Services, and Morgan Stanley. Outside of his advisory work, he volunteers with the Newport Harbor Baseball Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Talin Kalfayan is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked previously at Western International Securities, Inc. for six years. In addition to her advisory role, she is employed as a legal assistant at Hamrick & Evans, LLP and is a notary. 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 through a large network of advisors and utilizes both proprietary research and third-party strategies across various asset allocations.