Ryan Menker is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at California Bank and Trust for three years and has experience in education. He also had a role outside finance related to Cross Street Chicken. 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 third-party asset management, with a network of over 22,800 advisors and more than $819 billion in discretionary assets under management.

Kevin Nguyen is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2017 and previously worked at Global Cash Card and LoanLeaders of America. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and investment strategies.

Lisa Constant is a financial advisor with LPL Financial in San Diego, CA, holding the ChFC® and Series 66 designations. She has 11 years of industry experience, including 12 years at Edward Jones prior to joining 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 portfolios, third-party asset management, and institutional platforms.

Yeukhei Chan is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. Prior to joining LPL Financial in 2013, Chan worked at Harrisdirect LLC from 2008 to 2012. Outside of finance, Chan serves as Vice President of a family-operated cocktail lounge business. 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 to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, employing model portfolios, third-party subadvisors, and customized strategies.

Young Yoo is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, Yoo operates an online men's footwear store. 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, and access to third-party asset managers.

Sebastian Ruelas is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to his current tenure at LPL Financial since 2022, he has worked with firms including Golden Rule Financial Planning and Brookstone Capital Management. He also operates a tax preparation and accounting business as a sole proprietor. 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 and access to various investment platforms, supported by a large network of advisors and advanced operational tools.

Isaiah Mitchell is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following five years at Independent Financial Group LLC. Outside of advising, he owns a rental property in San Diego. 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.

Fawn Yang is a financial advisor at LPL Financial with 10 years of industry experience. She has held positions at LPL Financial since 2018 and previously worked at TD Ameritrade Institutional from 2014 to 2018. Yang holds Series 63 and Series 65 designations. 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Henry Tobias is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and one year of industry experience. Before joining LPL, he has worked in hospitality and resort management, including at Brand Enhance Parking and Hospitality and Sunriver Resort. Henry also has a background in education, having worked at Chapman University and Summit High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Williams is a CFP® with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He has worked at Rand, Williams and Associates, LLC since 2012 and previously spent 20 years at OSAIC. Williams volunteers with the Carmel Valley Kiwanis, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with a broad array of investment programs and operational tools.

Katherine Holcomb is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and 29 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing between 2009 and 2021. 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.

David Yankaskas is a financial advisor with LPL Financial based in San Diego, CA, with two years of industry experience. His prior experience includes roles at Yankaskas Financial Insurance Services, W&S Brokerage, Western & Southern Life, and New York Life, as well as consulting through DR Yankaskas Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of investment adviser representatives.

Renee Bunn is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Her prior work history includes roles at Gran Havana and Aerotek, as well as experience outside finance at The Coffee Bean and Tea Leaf. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Alvaro Jauregui is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at Edward Jones for 10 years before joining LPL Financial. He holds Series 63 and Series 66 licenses. 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 access to institutional platforms.

Morton Lipman is a financial advisor at LPL Financial with 19 years at the firm and five years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he is involved in the In-Home Supportive Services (IHSS) program. 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 various advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Richard Thompson is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Linsco/Private Ledger Corp 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad non-advisory financial services network.

Peter Susic is a financial advisor at LPL Financial with 17 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining LPL Financial in 2026, he worked at Edward Jones for eight years and Dunham & Associates Investment Counsel Inc for six 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julia Doyle is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Raymond James Financial and The Financial Planning Company. She is also involved with Woods, Inc., a business entity related to her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers several investment programs and employs a variety of strategies, including model portfolios and third-party management, supported by machine-learning tools for research and operations.

Matthew Mueller is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved in managing real estate rental activities. 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, supporting advisors with operational and research tools while overseeing over $819 billion in discretionary assets.

Cate Harrell is a financial advisor with LPL Financial based in San Diego, CA. She holds the Series 66 designation and has one year of industry experience, including prior roles at Morgan Stanley. Outside of finance, she has worked in education and the hospitality industry. 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 wide range of advisory and brokerage services, utilizing both in-house and third-party investment strategies, and supports its large network of advisors with technology and operational resources.