Brian Gudgel is a financial advisor with LPL Financial in Merced, CA, holding a Series 66 designation and bringing 19 years of industry experience. He worked at UBS Financial Services for 18 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Edward Macha III is a financial advisor with LPL Financial holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining LPL Financial in 2025. Outside of his advisory role, he is the owner of Kennedymacha Enterprises LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Zacharias is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining LPL Financial. Outside of his advisory role, he is a partner in a real estate and lending partnership based in San Jose, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning, advisory, and retirement consulting services through a national network of investment adviser representatives.

Andres Curiel IV is a financial advisor at LPL Financial with 9 years of industry experience. He previously worked at UBS Financial Services for 8 years and AXA Advisors, LLC for 1 year. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Clinton Moore is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services for 38 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.