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Thomas F
Series 63, Series 65
Fresno, CA
LPL Financial
Thomas Frost is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2003. Outside of advising, he owns TDF Motorsports Marketing and is involved in a restaurant business, The Point Patio Bar & Bistro, in Fresno, CA. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers financial planning and various advisory programs, utilizing model portfolios and research from both internal and third-party sources.
David C
Series 63
Fresno, CA
LPL Financial
David Casparian is a financial advisor with LPL Financial, holding a Series 63 designation and 44 years of industry experience. He worked at Cetera Advisor Networks LLC for 10 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.
Lawrence K
Series 63, Series 65
Fresno, CA
LPL Financial
Lawrence Kipp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Linsco/Private Ledger Corp since 2004 and operates a business under the name Kipp Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.
Christopher D
Series 66
Fresno, CA
LPL Financial
Christopher Davis is a financial advisor with LPL Financial in Fresno, CA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.
Ricky K
Series 63, Series 66
Fresno, CA
LPL Financial
Ricky Kazanjian is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He previously worked at Capital Financial Services, Inc. for 14 years before joining LPL Financial in 2016. Kazanjian is involved with Thiesen Dueker Modern Wealth Management, a business affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
Mitchell R
CFP®, Series 63
Fresno, CA
LPL Financial
Mitchell Reinhardt Sr. is a financial advisor at LPL Financial with 45 years of industry experience. He holds the CFP® and Series 63 designations and previously worked at Capital Financial Services, Inc. for 14 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Paul S
CFP®, Series 63, Series 65
Fresno, CA
LPL Financial
Paul Sahota is a CFP® professional with 28 years of experience in the financial services industry. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a co-trustee of a personal family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.
Daniel M
Series 66
Fresno, CA
LPL Financial
Daniel Miller is a financial advisor at LPL Financial in Fresno, CA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Cetera Advisors and Bimbo Bakeries USA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services delivered through a national network of investment adviser representatives.
Tanner B
Series 65, Series 63
Fresno, CA
LPL Financial
Tanner Barrett is a financial advisor with LPL Financial in Fresno, CA, holding Series 65 and Series 63 designations and two years of industry experience. His prior roles include positions at Hermes Wealth Strategies, Gineris Wealth Management, and Woodbury Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.
Timothy D
Series 63, Series 66
Fresno, CA
LPL Financial
Timothy Dodd is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and 66 credentials and 19 years of industry experience. He has been with LPL Financial for 18 years. Outside of his advisory role, he owns a martial arts business, Central Valley Kenpo Karate. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.
Michael N
Series 63, Series 65
Fresno, CA
LPL Financial
Michael Nili is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios, third-party research, and technology-driven investment strategies.
Brooke S
Series 63, Series 66
Fresno, CA
LPL Financial
Brooke Simmons is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with LPL Financial since 2010. Simmons also operates a consulting group under the name Theisen Dueker Financial Consulting Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management options.
Gregory B
Series 63
Fresno, CA
LPL Financial
Gregory Baxter is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 12 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support discretionary and non-discretionary management.
Sean T
CFP®, Series 66
Fresno, CA
LPL Financial
Sean Tomajan is a CFP®-certified financial advisor with 11 years of industry experience, currently associated with LPL Financial. His prior experience includes roles at Founders Financial Securities, Fort Washington Financial, Kestra Financial, and Voya Financial Advisors. He is also involved with Muhareb Wealth Management, a business related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, leveraging model portfolios, third-party research, and technology-driven investment strategies.
David G
Series 66
Fresno, CA
LPL Financial
David Goforth Jr. is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked previously at SCF Securities, C.H. Robinson, and Express. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.
Jason L
CFP®, Series 66
Fresno, CA
LPL Financial
Jason Link is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2010. He holds the Series 66 designation and operates out of Fresno, CA. In addition to his role at LPL, he is the owner of Link Financial Inc., an investment-related business entity established in 2018. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.
Mariona S
Series 66
Fresno, CA
LPL Financial
Mariona Segales Ylla is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has held roles at California State University, Fresno, and the University of Pittsburgh prior to joining LPL Financial. Outside of her advisory work, she serves as a Spanish translator for a general contracting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Peter V
Series 66
Fresno, CA
LPL Financial
Peter Vang is a financial advisor with LPL Financial in Fresno, CA, holding a Series 66 credential and nine years of industry experience. His prior experience includes roles at Merrill, Bank of America, Independent Financial Partners, and Integrated Financial Partners. Outside of his advisory work, he has business interests with PBLKB, Inc., a non-investment-related entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with various investment models and technology integrations.
Robert B
Series 63, Series 65
Fresno, CA
LPL Financial
Robert Barber is a financial advisor with LPL Financial based in Fresno, CA. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with LPL Financial since 2015. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Vincent M
Series 63, Series 65
Fresno, CA
LPL Financial
Vincent Mastro is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with LPL Financial since 2014. 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 broad range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.
Timothy B
Series 63, Series 65
Fresno, CA
LPL Financial
Timothy Burkhart is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also a business owner of Green Curative, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Thomas M
Series 63, Series 65, Series 66
Fresno, CA
LPL Financial
Thomas Morgan is a financial advisor with LPL Financial in Fresno, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones from 2009 to 2012 before joining LPL Financial in 2012. Outside of his advisory role, he coaches high school basketball at Clovis East High School. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and external sources.
T. Matt N
Series 63, Series 65
Fresno, CA
LPL Financial
T. Matt Nichols is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2011 and has concurrently worked at Principal Life Insurance since 2002. Nichols serves as trustee for a family living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.
Peter A
Series 63, Series 65
Fresno, CA
LPL Financial
Peter Arnold is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Merrill for 27 years and Bank of America for 7 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Lance D
Series 63, Series 65
Fresno, CA
LPL Financial
Lance Dueker is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in several business ventures including co-ownership of a restaurant and participation in a foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.
Brian J
Series 66, Series 63
Fresno, CA
LPL Financial
Brian Janssen is a financial advisor with LPL Financial in Fresno, CA, holding Series 66 and Series 63 licenses and having 19 years of industry experience. His prior roles include positions at OSAIC, Sagepoint Financial, and earlier tenure at LPL Financial. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting featuring both discretionary and non-discretionary management supported by research and model portfolios.
Callie T
Series 66
Fresno, CA
LPL Financial
Callie Thiesen is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. Prior to joining LPL in 2022, she worked at Fresno State University and has been involved with Clovis High School since 2014, where she currently serves as a soccer coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services with both discretionary and non-discretionary management and access to various model portfolios and research.
Patrick M
Series 63, Series 65
Fresno, CA
LPL Financial
Patrick Milutinovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates a non-investment business entity for tax and investment purposes. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, various advisory programs, and brokerage services. The firm employs both discretionary and non-discretionary management strategies and provides access to in-house and third-party research and portfolio options.
Jeffrey T
Series 63, Series 65
Fresno, CA
LPL Financial
Jeffrey Thiesen is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is a partner in a CrossFit gym and part owner of businesses including a limo bus service and a restaurant. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.
Alexander J
CFP®, Series 66
Fresno, CA
LPL Financial
Alexander Jaramishian is a CFP® professional affiliated with LPL Financial, with 11 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at SCF Investment Advisors, SCF Securities, Kestra Financial Services, and Fort Washington Financial and Insurance Services. Jaramishian also operates a CPA practice focusing on tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by various model portfolios and research resources.
Michael M
CFP®, Series 66
Fresno, CA
LPL Financial
Michael Muhareb is a CFP® professional based in Fresno, CA, with 17 years of industry experience. He has been with LPL Financial since 2010. Muhareb is the sole owner and employee of Muhareb Wealth Management Group, Inc., an entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.
Montana S
Series 66
Fresno, CA
LPL Financial
Montana Silva is a financial advisor with LPL Financial, holding the Series 66 designation and based in Fresno, CA. Silva has been in the industry since 2025 and has held prior roles at Thiesen Dueker Modern Wealth Management, ADP, and several other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, with access to discretionary and non-discretionary management, model portfolios, and research from multiple sources.
Angelica U
Series 66
Fresno, CA
LPL Financial
Angelica Uribe is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and other firms since 2014. Outside of advising, she is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from internal and third-party sources.
David Y
Series 63
Fresno, CA
LPL Financial
David Yahnian is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 designation and has worked previously at Cetera Advisor Networks LLC for 10 years. Since 1989, he has also operated as a self-employed advisor. 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 investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and discretionary management options.
Raymond L
Series 63, Series 66
Fresno, CA
LPL Financial
Raymond Lopez is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Edward Jones for a total of eight years. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Karl P
Series 63, Series 65
Fresno, CA
LPL Financial
Karl Preheim is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Andrew W
Series 63, Series 65
Fresno, CA
LPL Financial
Andrew Wheeler is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at WELLth Advisory Services, Global Retirement Partners, Roush Investment Group, and Wells Fargo Advisors. Outside of finance, he serves on the Board of Trustees for the Golden Valley Unified School District and is a candidate delegate for the Madera Republican Central Committee. 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 investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.
Kimberly C
Series 66
Fresno, CA
LPL Financial
Kimberly Choi Lindley is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She has been with LPL Financial since 2011. 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 investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Jim K
Series 63, Series 65
Fresno, CA
LPL Financial
Jim Karas Jr. is a financial advisor with LPL Financial in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He manages a home-based business entity for tax purposes unrelated to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.
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