Pejhmon Kalantar is a financial advisor with LPL Financial in La Jolla, CA, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and U.S. Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Kyle Hodges is a CFP® professional with 29 years of industry experience, currently serving at LPL Financial and California Bank & Trust since 2015. He holds Series 63 and Series 66 licenses and works in La Jolla, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Angela Fogleman is a financial advisor with LPL Financial in La Jolla, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, N.A., and TD Ameritrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios, third-party research, and various technology solutions.

Lisa Joseph is a financial advisor with LPL Financial based in La Jolla, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at LPL Financial and its affiliate, California Bank & Trust, since 2017, where she also serves as a Private Banking Relationship Manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary research, third-party subadvisors, and various portfolio management strategies.