Steven Lew is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Western International Securities, D.A. Davidson & Co., Crowell Weedon & Co., and UBS Financial Services. Lew also engages in non-variable insurance activities related to investments in Huntington Beach, CA. 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 institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Ward is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Chase Investment Services Corp. and Wamu Investments, 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 and access to various portfolio management strategies, supported by advanced operational tools and a broad array of non-advisory financial services.

Kaitlyn Chuong is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Wells Fargo 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 a range of advisory services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Scott Jones Jr. is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with LPL Financial since 2010, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm supports its advisors with various investment options, including model portfolios, third-party subadvisors, and customized strategies, alongside a wide array of non-advisory financial services.

Allison Taylor is a financial advisor with LPL Financial and holds a Series 63 designation. She has 30 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Investments. 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.