Timothy Davidson is a CFA® charterholder currently with LPL Financial in Irvine, CA. He has over 18 years of experience in wealth management, including roles at US Bank Private Wealth Management and HighMark Capital Management. 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 supported by a large network of investment adviser representatives and utilizes various portfolio management strategies along with operational and research tools.

Tracy Marlin is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining LPL in 2020, Marlin worked at several firms including RJL Wealth Management and Lucia Securities. She is also involved with Lucia Capital Group, an investment-related business in San Diego. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of financial planning and investment management services.