John Folsom is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation, Merrill, and City National Bank. He is involved with Dividend Capital LLC and Stock Hunter LLC 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Bua Jr. is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2014. 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, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Cynthia Nowicki Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes 15 years at Royal Alliance Associates, Inc. and 13 years at Protected Investors of America. In addition to her advisory role, she is involved in non-variable insurance activities under a separate business entity. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Bao Pham is a financial advisor at LPL Financial in San Diego, CA, with 10 years of industry experience and a Series 65 designation. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, and ownership of several business ventures including a house-sharing platform and health insurance 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tuong Vo is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with three years of industry experience. Prior to his current role, he worked in the food service industry, including positions at Sei Sushi and Tokyo Sushi Loha. 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 investment management solutions with access to model portfolios, third-party asset managers, and institutional platforms.

Gerald Mar is a financial advisor at LPL Financial with two years of industry experience. He has been with LPL Financial since 2018 and previously worked at The Mandarin from 2015 to 2018. He holds the Series 66 designation. 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, utilizing various investment strategies and technology tools to support advisors.

Andrew Deck is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously held roles at Covax Data, Inc., where he served on the board of directors, and has experience at Lindquist Family Office and other firms. 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 portfolio programs, and third-party asset management, supported by extensive operational tools and a broad network of over 22,800 advisors.

Jaimie Collier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked with LPL Financial since 2019 and previously spent three years at The Retirement Group. Based in San Diego, CA, she serves clients through LPL’s platform. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions, supported by proprietary research and operational tools.

Jonathan Ferrer is a financial advisor with LPL Financial in San Diego, CA, holding the Series 66 designation and 14 years of industry experience. His prior experience includes roles at RJL Wealth Management, Lucia Securities, and J. W. Cole Advisors. 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, employing various investment strategies and operational tools to support its network of over 22,800 advisors.

Janet Waller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated for 17 years, as well as at Raymond James Financial and Raymond James Financial 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Bradley Palmer is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual in various roles from 2023 to 2025. He is also involved with Blue Bridge Wealth, focusing on property and casualty as well as non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by advisory representatives who implement customized investment strategies.

Gavin Jensen is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Planmember Securities Corporation and One2One Wealth Strategies prior to joining LPL Financial. Jensen also operates Jensen Financial, LLC, a business entity 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alexander Brown is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with three years of industry experience. Prior to joining LPL Financial in 2020, he worked at John Pearson's NPB Financial and was involved in the hospitality industry, including positions at Ayawaska Restobar and Sauced BBQ & Spirits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by model portfolios, third-party managers, and various institutional platforms.

Justin Polidoro is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation. He has professional experience spanning several banking institutions, including US Bank, Chase Bank, TD Bank, and PNC Bank from 2015 to 2024. Polidoro joined LPL Financial in 2024. 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, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Marshall Taylor is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial, he worked at Ameriprise and has owned Digital Rebirth LLC, an e-commerce retail business, since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, and institutions. The firm offers various financial planning and investment management solutions, including access to model portfolios and third-party asset managers.

Jack Pappas is a financial advisor with LPL Financial in San Diego, CA. He holds a Series 66 designation and has six years of prior experience with Aksia, LLC, along with roles at Cabrillo Asset Management and Atlas Executive Consulting. Pappas also attended San Diego State University from 2014 to 2018. 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, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Jessica Blount is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup, U.S. Bancorp Investments, and Chase Investment Services. Blount is also involved with J&B Wealth Advisor, LLC, a business entity 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supporting both discretionary and non-discretionary account management.

Adam Correa is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial. He has worked with LPL Financial since 2018 and previously held roles at Zions Bancorporation and eMoney Advisor. Correa is based in San Diego, CA. 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 model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Troy Paulsen is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked for Consolidated Brokerage Services and Crown Capital Securities, LP for 20 years. 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.

Emily Schoettler is a financial advisor at LPL Financial with three years of industry experience. She previously worked at RBC Capital Markets for eight years and at Piazza del Pane for six years. Schoettler holds a Series 66 designation and 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by various investment models and tools.