Kimberly Kurek is a Series 66-licensed financial advisor with LPL Financial in La Mesa, CA, where she has worked since 2014. She has 10 years of industry experience. Outside of her advisory role, she is involved with Summit Financial Group, which includes investment-related services and tax preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Erin Arellano is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she owns a transportation business that serves disabled adults and is a tax preparer and enrolled agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by in-house and third-party research and technology-driven portfolio strategies.

Glenn Morey is a financial advisor with LPL Financial in La Mesa, CA, holding a Series 63 license and 43 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER, since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Gerad Mowrey is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial in La Mesa, CA. He has worked with Summit Financial Group since 2016 and has been associated with LPL Financial since 2000. In addition to his advisory role, Mowrey is involved in tax preparation and accounting through his activities at Summit Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeffrey Naiman is a financial advisor with LPL Financial in La Mesa, CA, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has been with LPL Financial since 2004. Additionally, he is involved in a non-variable insurance business under the name Treble Financial. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.