Paul Chase is a financial advisor with LPL Financial in Monterey, CA, holding a Series 66 license and bringing 40 years of industry experience. He worked at FSC Securities Corporation from 2001 to 2010 before joining LPL Financial, where he has been since 2010. Outside of his advisory role, he pursues photography as a hobby and has written a short story intended for publication. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology tools and a large network of over 22,800 advisors.

John Mera is a financial advisor with LPL Financial in Monterey, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial and its predecessor since 2006 and was previously with Morgan Stanley DW Inc. from 2003 to 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of over 22,800 advisors.