Colin Wren is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, UBS Financial Services, and A. G. Edwards & Sons, 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 provides a range of services including financial planning, wrap and model portfolio programs, and institutional platforms, with investment strategies that include discretionary and non-discretionary management and a variety of portfolio options.

Kevin McBarron is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at several firms, including Union Capital Company and New England Securities, and currently also operates Wealth Planners, Inc. alongside his role at LPL. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Bryan Diaz is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Bank of America, Merrill, Banc of America Investment Services, and Morgan Stanley. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools that assist advisors in delivering customized investment strategies.

Pamela Givens is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes positions at Wells Fargo Investments and Citigroup Global Markets. Outside of her advisory work, she manages a rental property. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Steven Richards is a financial advisor with LPL Financial in Carlsbad, CA, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for 26 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory services with technology and operational tools across a broad network of more than 22,800 advisors.

Scott Hemerick is a financial advisor at LPL Financial with 29 years of industry experience. His prior firms include Merrill, Fidelity, and Citigroup Global Markets. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Feinberg is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Morgan Stanley, and Piper Sandler. Feinberg was also associated with A Street Financial Advisors, Inc. from 2022 to 2024. 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, utilizing various investment strategies and technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Celia Garcia is a Series 63 licensed financial advisor with 40 years of industry experience. She has worked at LPL Financial since 2023 and previously spent 26 years at Wedbush Morgan Securities Inc. Garcia operates a financial advisory business under a DBA for her LPL affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of advisors and advanced operational tools.

Jason Snow is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 designations and over 26 years of industry experience. His prior roles include positions at Cooper Capital Advisors and American Funds Distributors. Outside of his advisory work, he owns Fish Tale, LLC, a business that facilitates boat charters through charter captains. 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 and access to various portfolio management programs, supported by tools such as machine learning for research and operational assistance.

Victor Koby is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. His prior work includes tenures at Ameriprise Financial Services and Wells Fargo Clearing. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Asako Okuma is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with two years of industry experience. She has been with LPL Financial since 2023 and previously worked independently for nine years. Outside of her advisory role, she works as an online English tutor for Japanese students and provides translation services. 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 portfolio management options, including third-party asset management and institutional platforms, supported by technology tools for operational and research purposes.