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Haylee M
Series 66
San Diego, CA
LPL Financial
Haylee Martin is a Series 66-licensed financial advisor with LPL Financial, based in San Diego, CA. She has four years of industry experience, including roles at DOD Community Bank and Chase Bank 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 and access to model portfolios and third-party asset managers.
Robert S
Series 66
San Diego, CA
LPL Financial
Robert Shackelford is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, Shackelford creates and streams video game content on platforms including YouTube and Facebook. 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 supported by advanced operational tools and a broad platform of investment strategies.
Jennifer B
Series 66
San Diego, CA
LPL Financial
Jennifer Broughton is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Fremont Bank, Gateway Bank FSB, and First Republic Bank. In addition to her advisory role, she is a commissioned notary in 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 variety of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and extensive operational tools.
Tamara L
Series 66
San Diego, CA
LPL Financial
Tamara Langenfeld is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Cuna Brokerage Services, Inc. and Cuna Mutual Group, where she worked for 13 years. She is also involved with Valley Strong Retirement & Wealth Management, a DBA related to her LPL business. 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 a large network of investment adviser representatives.
Daveon T
Series 66
San Diego, CA
LPL Financial
Daveon Thomas is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with LPL Financial since 2017 and previously worked at Northwestern Mutual Investment Services and Footlocker. He is based in San Diego, CA. 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.
Pamela D
Series 66
San Diego, CA
LPL Financial
Pamela Dickson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. She operates a DBA for an LPL business called Arise Private Wealth. 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.
Chihshang F
CFP®, Series 66
San Diego, CA
LPL Financial
Chihshang Fang is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL Financial in 2023, he spent seven years at Profectus Investment. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, employing both discretionary and non-discretionary strategies supported by technology tools.
Ralph S
Series 66
San Diego, CA
LPL Financial
Ralph Sirignano is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He 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 institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and institutional platforms, supported by technology and a broad array of financial products.
Jordan P
Series 66
San Diego, CA
LPL Financial
Jordan Pacheco is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked five years at The Art of Shaving. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both discretionary and non-discretionary strategies supported by technology tools for operational and research assistance.
Brandy E
ChFC®, Series 66
San Diego, CA
LPL Financial
Brandy Ebron is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations, and has 25 years of industry experience. Her career includes roles at Bank of America, Merrill, and Citigroup Global Markets. 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, model portfolios, third-party asset management, and institutional platforms.
Kathryn R
Series 63, Series 66
San Diego, CA
LPL Financial
Kathryn Romeis is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2001. Outside of her advisory work, she is involved with Luminous Silhouettes, a home-based business unrelated to investment 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.
Alex G
Series 63, Series 66
San Diego, CA
LPL Financial
Alex Gutierrez is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2020, he worked at TD Ameritrade Investment Management and Scottrade. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on providing diverse investment strategies supported by research and technology.
Michael M
Series 66
San Diego, CA
LPL Financial
Michael Martinez is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Sweetwater Union High School District and Freedom Mortgage. 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 portfolios, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.
Matthew S
Series 63, Series 65
San Diego, CA
LPL Financial
Matthew Sweeney is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets Corporation, and Merrill. Outside of advisory work, he is involved with Dividend Capital LLC, a business entity used for tax and investment purposes. 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 wide range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Ryan K
CFP®, Series 66
San Diego, CA
LPL Financial
Ryan Krause is a CFP® professional with 10 years of industry experience. He has worked at Edward Jones for 10 years before joining LPL Financial in 2025. 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, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technologies.
Joseph S
Series 66
San Diego, CA
LPL Financial
Joseph Smey 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 2006. 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, asset management, and institutional platforms.
Christine H
CFP®, Series 66
San Diego, CA
LPL Financial
Christine Hoenig Garcia is a CFP® professional with 10 years of industry experience, currently with LPL Financial. Her prior experience includes roles at Ameriprise Financial Services, Inc. and OSAIC. In addition to her advisory work, she is involved in tax preparation services through Marangola Financial Group, Inc. 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, offering a range of financial planning, model portfolios, and institutional platforms.
Hannah R
Series 66
San Diego, CA
LPL Financial
Hannah Rogers is a financial advisor with LPL Financial based in San Diego, CA. She holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2019, she worked at Viejas Arena and Montezuma Publishing and was affiliated with San Diego State University. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.
Chelsea M
Series 66
San Diego, CA
LPL Financial
Chelsea Miller is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she is involved with Baumann Family Real Estate LLC in Las Vegas, focusing on 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Kenneth H
Series 66
San Diego, CA
LPL Financial
Kenneth Hullings is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial Services since 2005 and previously worked at Merrill and Lord, Abbett & Co. LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and advisor-facing technology tools.
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