Rosemarie Borson is a financial advisor at LPL Financial in Orange, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. Her prior roles include positions at Chaffey FCU and Anaheim Glass, alongside self-employment since 2011. She also operates a bookkeeping business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

David Reasoner is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial since 2010. Outside of advisory work, he is involved with Back Nine Insurance in a non-variable insurance capacity. 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 model portfolios.

Shelly Aros is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Securities America, Inc. and Foothill Securities, Inc., alongside managing Aros Asset Management since 2007. She also has longstanding involvement providing notary, insurance, and paralegal services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management solutions.