Michael Gates is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Investments. Gates operates under the Gates Group Wealth Management and MJF Financial names as part of his LPL business. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Brian Gates is a financial advisor at LPL Financial in Huntington Beach, CA, holding Series 63 and Series 66 registrations with 30 years of industry experience. His prior work includes roles at CUSO Financial Services, Wescom Financial Services, and several other firms dating back to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.