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Barbara S

Series 63, Series 65

Irvine, CA

LPL Financial

Barbara Stowell is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she participates in a business networking group in Irvine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, offering advisors tools and strategies including discretionary and non-discretionary management with access to research and technology support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shawn H

Series 66

Irvine, CA

LPL Financial

Shawn Hochuli is a financial advisor at LPL Financial with 26 years of industry experience. He joined LPL Financial in 2005 after four years at Morgan Stanley Dw Inc. Outside of his advisory work, he has served as a football official for NFL and NCAA games since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nicholas L

Series 66

Irvine, CA

LPL Financial

Nicholas Lupo is a Series 66-licensed financial advisor at LPL Financial with eight years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied and has experience in both financial services and electrical work. 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, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James J

Series 63

Irvine, CA

LPL Financial

James Jones is a financial advisor at LPL Financial in Irvine, CA, holding a Series 63 designation and with 48 years of industry experience. He has worked at LPL Financial since 2008 and previously spent eight years at Triequa Capital Corporation. 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, and institutional platforms, with advice primarily delivered by investment adviser representatives using various portfolio strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Miguel H

Series 66

Irvine, CA

LPL Financial

Miguel Hernandez is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 29 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Morgan Stanley from 1999 to 2004. Hernandez is involved with a mortgage and real estate services business through Century 21 Now. 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, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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