Joseph Morse II is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2019. He previously spent a decade at Wells Fargo Advisors Financial Network LLC. Morse operates Morse Wealth Management, LLC, an investment-related business based in La Mesa, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Monika Windle is a financial advisor with LPL Financial who holds the CFP® and Series 66 designations and has 26 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Robert J. Woods, Incorporated for 12 years, as well as MW Asset Management Inc. for two years. In addition to her advisory role, she provides financial planning and consulting services through an independent registered investment advisor firm. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brooke Sorchy is a CFP® with four years of industry experience, currently affiliated with LPL Financial. Her prior work includes roles at MW Asset Management, Michelle Warner Real Estate, and Einstein Bagels. Outside of her advisory work, she is a brand ambassador for Ruby Moon, a retail business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and retirement plan consulting supported by research and model portfolios from various sources.