Brian Hsieh is a financial advisor with LPL Financial based in Campbell, CA, holding a Series 66 designation and 21 years of industry experience. His previous roles include operating Brian V Hsieh, Inc. and Marquez & Hsieh, LLC, both non-investment business entities. He has also been involved with local youth athletic organizations such as the Santa Teresa Little League and the Almaden Valley Youth Athletic Association. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Alejandro Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services, Addison Avenue Investment Services, and First Tech Federal Credit Union. He is also a partner in his wife's skincare business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sirivanh Harris is a CFP®-credentialed financial advisor with 17 years of industry experience, currently serving clients at LPL Financial since 2021. Prior to joining LPL, Harris held roles at Waddell and Reed, Inc., various insurance carriers, and operated her own business, Sirivanh S. Harris, Inc. She was also involved with Los Gatos Power Partners for over a decade. 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 portfolio management solutions, utilizing a variety of investment strategies and technology tools to support its network of over 22,800 advisors.

Cheryl Marquez is a CFP® professional affiliated with LPL Financial, bringing 37 years of experience in the financial services industry. Her career includes roles at Waddell & Reed, INC., various insurance carriers, and operating her own entities, including Marquez & Hsieh, LLC and Cheryl L Marquez, Inc. Outside of her advisory work, she was involved with Monterey Zoo for three years. 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 variety of advisory and brokerage services, utilizing a broad range of investment strategies and operational tools.

Katie Bogue is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and previously worked at Waddell & Reed Inc and Marquez Hsieh Group. 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 portfolio management solutions, utilizing a network of investment adviser representatives who implement various strategies, including proprietary model portfolios and third-party subadvisors.

David Lytle is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2021 and previously spent ten years with Waddell & Reed, Inc and various insurance carriers. Outside of his advisory role, he is also involved as a non-variable insurance agent specializing in life and long-term care insurance. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.