Jennifer Mauldin is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2011 with a one-year period at First Allied Securities. Based in San Diego, CA, she has spent the majority of her career within the LPL network. 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, and institutional platforms, supported by research and technology tools for investment management.

Robert Maw Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 18 years. Outside of advisory work, he is involved in consulting related to insurance, benefits, and human resources, and serves as managing member of a firearm manufacturing business. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Dwana Baumann is a financial advisor with LPL Financial based in San Diego, CA. She holds a Series 66 designation and has 13 years of industry experience, including 19 years with LPL Financial. 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, and institutional platforms, supported by advanced operational and research tools.

Alexis Furr is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and bringing 19 years of industry experience. She has been associated with Linsco/Private Ledger since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad array of investment strategies and operational tools.

Annika Polanco is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2010. 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, and institutional platforms, supported by extensive operational and research tools.

Annette Handevidt is a Series 66 licensed financial advisor with LPL Financial in San Diego, CA, where she has worked since 2005. She has 19 years of industry experience. Outside of her advisory role, she works as an independent skin care consultant for Rodan & Fields. 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 advisory and brokerage services through a large network of advisors, offering a range of investment strategies and financial planning solutions supported by advanced research and operational tools.

Christy Siphonekham is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has been with LPL Financial since 2007. 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.

Sara Crouch is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Redwood Credit Union, CUSO Financial Services, LP, and American Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a range of investment strategies with both discretionary and non-discretionary account management.

Gary Smith is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 33 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for around 30 years. Outside of advising, he operates a tax preparation and accounting business. 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 variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a broad range of financial products.

Nicola Drury is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2011, following a brief period at Independent Financial Group, LLC. Based in San Diego, CA, Drury focuses her practice within a nationally recognized firm. 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, supported by advanced operational and research tools.

Michael Kent is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2013. Outside of his advisory role, he owns and rents out a single-family home in La Mesa, California. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Stewart Weissman is a financial advisor with LPL Financial based in San Diego, CA, holding Series 63 and Series 65 designations and having 22 years of industry experience. He has worked at firms including Laurel Wealth Advisors and Integrated Wealth Concepts and currently conducts advisory business under the name Wealth Preservation, LLC. He has been licensed as a California insurance agent since 1975, offering fixed life and long-term care insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through its broad network of investment adviser representatives. The firm provides a range of advisory and brokerage services with capabilities including model portfolios, third-party asset management, and institutional platforms.

Chun Phung is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Phung has been with Linsco Private Ledger since 2003. 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 portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Joshua Lelchook is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and an earlier tenure at LPL Financial. 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.

Patrick Velasco is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2009, with additional experience at Kestra Advisory Services and Wells Fargo Clearing. Outside of advising, he is involved with Heritage Wealth Management Group, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, and institutional platforms.

Christa Ballew is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with LPL Financial since 2014 and previously worked at Wells Fargo Clearing and National Planning Corporation. 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 access to third-party asset management, supporting its advisors with research tools and a broad platform of investment options.

Charlie Dang is a Series 66 licensed financial advisor with LPL Financial in San Diego, CA, and has eight 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a broad range of advisory and brokerage services.

Thomas Ochinero is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services from 2019 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual clients, retirement plans, 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, supported by a large network of investment adviser representatives.

Deborah Gerken is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney and Merrill. Outside of her advisory role, she serves on the finance committee of St. Raphael's Church in Santa Barbara, California. 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 services and platforms, combining broad financial solutions with oversight of more than $819 billion in discretionary assets.

Edward Ryan Bondoc is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Golden 1 Credit Union, Navy Federal Investment Services, Wells Fargo Clearing, Bank of America, Merrill, Travis Credit Union, and Wells Fargo Bank N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.