Gregory Tobey is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in generating non-hazardous products online as a home-based business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services supported by both proprietary and third-party research.

Melissa Levin is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, Levin owns a travel-related business used primarily for personal travel and is involved in several insurance-related ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Jason Martinez is a CFA® charterholder with seven years of industry experience. He is currently affiliated with LPL Financial in Orange, CA, where he has worked in multiple roles since 2013. Martinez has also worked at Pacific Edge Advisors and Romero Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and both discretionary and non-discretionary management options.

Daniel Romero is a CFP®-credentialed financial advisor with LPL Financial, where he has worked since 1998, totaling 27 years of industry experience. He holds Series 63 and Series 65 licenses and is based in Orange, California. Outside of his advisory role, he is involved in independent insurance sales and receives commissions from prepaid legal services. 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, supported by research and multiple investment strategies including discretionary and non-discretionary management.