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Johnson H

Series 63, Series 65

Huntington Beach, CA

LPL Financial

Johnson Hoang is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at Summit Financial Group and Summit Brokerage Services from 2014 to 2019. Outside of his advisory role, Hoang serves as president and tax preparer for Wise Financial Solutions, a tax preparation and accounting business. 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, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management options.

College savings (529s, UTMA, etc.)
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Mary B

Series 63, Series 66

Huntington Beach, CA

LPL Financial

Mary Bui is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory work, she is involved with Wise Financial Solutions, providing tax preparation and accounting services. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research and model portfolios from multiple sources and various technology-driven strategies.

College savings (529s, UTMA, etc.)
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Jennifer B

CFP®, Series 66

Huntington Beach, CA

LPL Financial

Jennifer Broemeling is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. Prior to joining LPL, she spent 12 years with U.S. Bancorp Advisors. Outside of her advisory role, she owns Loving Hearts Center, a non-investment business, and is involved with The Venusian Mt Shasta. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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