Morgan Atkinson is a financial advisor with LPL Financial, holding six years of industry experience. Prior to joining LPL Financial in 2020, he worked at ADP for eleven years and had a one-year tenure at Alight. He is also involved with Mopal Ventures LLC since 2020. 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 of investment adviser representatives. The firm offers a range of services including financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

James Hass is a financial advisor at LPL Financial in Irvine, CA, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Edward Jones and ADP Totalsource Group Inc. He is also involved as a non-variable insurance agent with Mopal Ventures LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and technology-driven investment solutions.

Paolo Quiroga is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2015 to 2019 before joining LPL Financial. Quiroga is involved in a small family-oriented entrepreneurial venture, Qapital Family Adventures LLC, based in Encinitas, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.