Ian Jones is a financial advisor with LPL Financial in La Jolla, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of advising, he is involved with ESGology, Inc., an investment-related business, and participates with Saybrus Partners, an insurance agency. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad scope of financial activities.

Jesse Aragon is a financial advisor with LPL Financial in La Jolla, CA, holding a Series 66 designation and three years of industry experience. He has also worked in accounting and tax preparation through his role at Chakarian & Associates, CPAs, Inc., which he has been involved with for over 20 years. Outside of advisory work, Aragon is engaged in tax preparation and accounting services as a CPA and operates a golf-related sole proprietorship. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Gibson Jr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stratos Wealth Partners, Wells Fargo Clearing, Wells Fargo Investments, and U.S. Bancorp Advisors. 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 through a large network of investment adviser representatives, utilizing both proprietary and third-party investment models with varying strategies and operational tools.

Daniel Torreblanca is a financial advisor with LPL Financial in La Jolla, CA, holding a Series 66 credential and 14 years of industry experience. He has worked at LPL Financial since 2015 and previously held roles at Stratos Wealth Partners, Ltd and Wells Fargo Clearing. Torreblanca also serves as an agent for fixed insurance through 3Mark Financial and Insurance Designers of America. 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 institutions. The firm offers a range of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Christopher Adajar is a financial advisor with LPL Financial in La Jolla, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Clearing, Wells Fargo Investments, Chase Investment Services, Wamu Investments, and Banc of America Investment Services. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jose Castro III is a financial advisor with LPL Financial, holding a Series 66 designation and based in La Jolla, CA. He has been with LPL Financial and Guardtower Financial Services since 2024. Outside of his financial roles, he has experience working in education and hospitality, including positions at San Diego State University and TJ Oyster Bar. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.