Rosemarie Borson is a financial advisor at LPL Financial with 16 years of industry experience. Her work history includes roles at Chaffey FCU, Anaheim Glass, FSC Securities Corporation, and operating a bookkeeping business since 2011. She holds Series 66, Series 63, and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of investment options and operational tools.

David Reasoner is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. His prior roles include positions at Cooper McManus, Securities America Advisors, Citicorp Investment Services, and UBS Financial Services. He is also involved in an insurance-related business activity with Back Nine Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory strategies implemented on both discretionary and non-discretionary bases.

Shelly Aros is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. She previously worked at Securities America and Foothill Securities and operated her own firm, Aros Asset Management, for 15 years. In addition to her advisory work, she maintains ongoing roles as a notary, insurance professional, and paralegal. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,000 advisors.