Shari Miller is a financial advisor with LPL Financial in La Jolla, CA, holding a Series 63 designation and 38 years of industry experience. She has been with LPL Financial since 1992. Outside of her advisory role, she is involved with Sun Marine Holdings, a business entity related to yacht ownership for tax and investment purposes. 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 and access to model portfolios and third-party asset management, supported by operational tools such as machine learning for research and advisor support.

Lisa Yang is a financial advisor with LPL Financial based in La Jolla, CA, holding a Series 66 designation and 9 years of industry experience. She has worked at LPL Financial since 2014 and previously spent a year at the University of California, San Diego. Yang is involved with Symbio Financial Partners, an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions using a variety of portfolio management strategies and support tools.

Christine Day Reyes is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at UnionBanc Investment Services and MUFG Union Bank. Outside of her advisory role, she is involved with a family business, New Millennium Courier Service, Inc., where she serves as an accounts receivable specialist. 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 access to third-party asset managers.

Charles Mackay is a financial advisor with LPL Financial based in La Jolla, CA. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at Wells Fargo Advisors prior to joining LPL Financial in 2024. Outside of his advisory role, he is involved with Advisors Choice Insurance Brokerage Services as an external advisor. 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, wrap and model portfolio programs, access to third-party asset management, and institutional platforms, supported by research and technology tools.

Heath Haggerty II is a financial advisor with LPL Financial in La Jolla, CA, holding one year of industry experience. He has also operated HJH Professional Services, Inc., doing business as Pacific Beach Tax Center, since 2014. 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 a large network of investment adviser representatives.

Daniel Racicot is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he is a business owner of Wire to Wire LLC in San Diego. 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 asset management services supported by research, model portfolios, and various institutional platforms.

Perry Bacon Jr. is a financial advisor with LPL Financial, holding a Series 66 license and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services. He is also president of Lion Street and My Advisors Choice, both non-variable insurance entities, where he contributes a limited number of hours monthly. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Joseph Maier V is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. His prior work includes positions at The Vant Group, R.J. Kates Company, and Baylor University. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

Jessica Konig is a financial advisor with LPL Financial based in La Jolla, CA. She holds a Series 66 designation and has experience in various roles including positions at GameStop and Symbio Financial Partners, as well as teaching roles at several educational institutions. 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.

David Wiley is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. He previously worked at Wells Fargo Advisors and SharesPost Inc., and held roles at the University of San Diego and De La Salle High School. Wiley is also involved with Advisors Choice Insurance Brokerage Services in a non-variable insurance capacity. 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, supported by a large network of over 22,800 advisors and advanced operational tools.

Blake Dorvillier is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Jones Lang LaSalle and Symbio Financial Partners, among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and emphasizes both advisory and non-advisory financial activities.

George Dorvillier is a financial advisor with LPL Financial in La Jolla, CA, holding Series 63 and Series 66 credentials and having 36 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., for 29 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports extensive non-advisory financial activities alongside its advisory platform.