Jeremiah Jones is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 7 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategies including discretionary and non-discretionary approaches.

Cody Jess is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and Umpqua Bank for one year. Outside of his advisory role, Jess is involved with Jess Ford of Pullman, a car dealership, and works as a subcontractor connecting local businesses with merchant services and point-of-sale systems. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Christopher Zuaro is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at SCF Securities, SCF Investment Advisors, First Command Financial Planning, and Allstate Insurance Co. Zuaro is also involved with Kelly Financial Group, where he spends part of his time on non-variable insurance and investment-related activities. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party managers, and customized strategies, supported by advanced operational and research tools.

Thomas Zgliniec is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Ameriprise. Outside of his advisory role, he authored a personal finance book focused on cash flow and budget planning titled *Go Green Financially*. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad offering that includes strategic and tactical allocations and alternative exposures.

Frances Comarshhein is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 36 years of industry experience. She has been with Linsco/Private Ledger Corp. since 1991. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Melissa Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining LPL Financial. Frazier also maintains notary services as an outside business activity. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

George Feliciano is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 designations and bringing nine years of industry experience. He previously worked at TD Ameritrade for seven years before joining LPL Financial in 2022. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational and research tools.

David McDonald is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Wells Fargo Clearing and Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies.

Carlos Getino is a financial advisor with LPL Financial and holds the CFP® designation along with a Series 63 license. He has 35 years of industry experience, including 31 years at Ameriprise Financial Services and four years at LPL Financial. 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, third-party asset management access, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Joshua Wyper is a Series 66 licensed financial advisor with LPL Financial, bringing 10 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2022. 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 advisory and brokerage services, including financial planning and model portfolio programs, utilizing a variety of investment strategies supported by advanced operational tools.

Michelle Balatero is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at TD Ameritrade and First Command Brokerage Services. 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, participant-level retirement advice, and institutional platforms.

Anthony Richardson is a financial advisor with LPL Financial in San Diego, CA, holding Series 63, Series 65, and Series 66 licenses and nine years of industry experience. His prior roles include positions at Grove Point Investments, CUSO Financial Services, Charles Schwab & Co., and TD Ameritrade Institutional. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

John Foltz is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Cantella & Co., and Cambridge Investment Research. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using various customizable strategies.

Robert Nachtsheim is a CFP® with one year of industry experience. He has worked at LPL Financial since 2018 and previously held a position at JPMorgan Chase from 2014 to 2018. He is based in San Diego, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced advisor tools and a broad platform of financial services.

Mavel Becerra is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and five years of industry experience. He previously worked at Wells Fargo Clearing for 17 years before joining LPL Financial. Outside of his advisory role, Becerra is active as a motivational empowerment speaker and volunteer. 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 and third-party asset management, with a focus on providing diverse investment options supported by operational and research tools.

William Hinch is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes roles at Uvest Financial Services since 2010 and U.S. Bancorp Advisors from 2005 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and third-party asset management. The firm supports its network with technology tools and operates a broad platform that combines advisory services with non-advisory financial activities.

Austin Pate is a financial advisor at LPL Financial with three years of industry experience. He has been with LPL Financial since 2017 and previously worked at Round Table Pizza for five years. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational and research tools.

Maria Piechocki is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has worked at LPL Financial since 2022 and previously spent over a decade with The Advisory Group and FSC Securities Corporation. Maria also has a long-standing affiliation with Gregory P. Schill dating back to 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by extensive advisor resources and platforms.

Brian Suttle is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and LEDVANCE for three years. Outside of his advisory role, he is involved as a borrower for Thormalhen Holding Company. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Angelic Lemay is a Series 66-licensed financial advisor with 14 years of industry experience, currently affiliated with LPL Financial in San Diego, CA. Her prior work includes roles at Commonwealth Financial Network, Fidelity, Merrill, and Edward Jones. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.