Gilbert Harris is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His previous roles include positions at Wells Fargo Advisors LLC and Notre Dame Credit Union. He also serves as a financial consultant for a non-variable insurance agency, indicating involvement in insurance-related financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with research-driven model portfolios, third-party subadvisors, and a range of investment strategies, alongside integrated financial and credit services.

Gregory Brown is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at OSAIC, Trilogy Capital, Trilogy Financial, and National Planning Corp. Outside of advisory work, he is involved in a business focused on tax and capital management. 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 solutions, including model portfolios, third-party asset management, and participant-level retirement advice.

Keisey Seto is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Seto has been with LPL Financial since 2011. 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 broad network of investment adviser representatives. The firm offers diverse financial planning and portfolio management options, including third-party asset management access and institutional platforms.

Hassan Davis is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 11 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Eric Reale is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has held previous roles at Pachama, Inc., Professional Fighters League, LLC, and Dandelion Energy, Inc. In addition to his advisory work, he operates a business entity focused on tax preparation and accounting. 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 services through its extensive network of advisors, utilizing various portfolio strategies and technology tools.

Cliff Bacorro Jr. is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Comerica Bank and Knotty Barrel. 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 including financial planning, model portfolio programs, and access to third-party asset management, supported by various operational and research tools.

Marina Andina is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2018, with prior experience at Monarch Wealth Strategies and R.W. Baird & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, portfolio management, and retirement advice to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives.

Izabela Borkowska is a Series 66-licensed financial advisor with LPL Financial, based in San Diego, CA, and has one year of industry experience. Prior to joining LPL Financial in 2023, she worked for eight years at Thomas Law Group PC. She also had a brief role at Frazier Farms Market dba Call Grocery Inc. 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 portfolio programs, third-party asset management, and institutional platforms.

Andrew Duff is a CFP® and ChFC® with 29 years of industry experience. He has worked at LPL Financial since 2023, following an 18-year tenure at Equitable Advisors and prior roles including Axa Advisors and Mony Securities Corporation. Outside of his advisory work, he owns a business called Top Drawer Enterprises. 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 managers, supported by technology tools for research and operations.

Robert Ward is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 credential and has 20 years of industry experience, including a tenure at Linsco Private Ledger since 2006. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Karl Ames is a financial advisor with LPL Financial in San Diego, CA. He holds a Series 66 designation and has five years of industry experience. Prior to joining LPL Financial in 2017, he worked in various roles including at Fosters Freeze and Thomas Aquinas College. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Kevin Onizuka is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including roles at J.P. Morgan Securities and Redwood Credit Union. Outside of his advisory work, he is involved with GarRob LLC, a real estate rental 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 portfolios, third-party asset management, and institutional platforms.

Sydney Van Baest is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at LPL Financial since 2025 and previously spent seven years at Aldrich Wealth LP and one year at Deloitte and Touche, LLP. Sydney 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Aimee Black is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with LPL Financial (formerly LINSCO/Private Ledger Corp.) for 20 years. Outside of her advisory work, she has been a Lyft driver since 2017. 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, and institutional platforms, supported by scalable technology and a broad array of financial products.

Samuel Donk is a financial advisor at LPL Financial in San Diego, CA, with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017. Prior to his advisory role, he was involved with Bay Park Fish Co. for six years. 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. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of service capabilities with a large network of over 22,800 advisors.

Misael Delval is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and U.S. Bank. 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, supported by a large network of investment adviser representatives.

Ronald Ewing is a financial advisor with LPL Financial based in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining LPL Financial in 2025. 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 third-party asset management, utilizing both discretionary and non-discretionary strategies supported by various operational and research tools.

Heather Zacharias is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she is a Reiki Master who practices Japanese stress and relaxation techniques. 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 services, including model portfolios and third-party asset management, supported by a large network of advisors and a broad platform of non-advisory financial products.

Roy Manriquez is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, he worked at Perigon Wealth Management, Morgan Stanley, Morgan Stanley Private Bank, and Merrill. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers diverse advisory and brokerage services including financial planning, model portfolio programs, third‑party asset management, and institutional platforms.

Trevor Jurlina is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and 66 credentials and three years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2022 to 2025. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.