Merrick Nguyen is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Signature Resources Capital Management. Outside of his advisory role, he is involved with Sure Win Tax Pros, a tax preparation and accounting service. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Jason Sherr is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. He is also an author of an investment-related book. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.