David Phillips is a financial advisor with LPL Financial in Lodi, CA. He holds the CFP® and CFA® designations, as well as the Series 66 license, and has 25 years of industry experience. Since 2003, he has been affiliated with LPL Financial. In addition to his advisory role, Phillips is licensed to practice law in California. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various model portfolio options.

George Lorente is a financial advisor with LPL Financial in Lodi, CA, holding a Series 63 designation and 32 years of industry experience. He previously operated Lorente Professional Suites for 15 years and worked with Waddell & Reed, Inc. and various insurance carriers for nearly three decades. Beyond advising, he conducts motivational speaking engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Christian Phillips is a financial advisor with LPL Financial in Lodi, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2003. Phillips is also involved in selling non-variable insurance products, including fixed annuities, disability, long-term care, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.