Vicky Teherani is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has held various roles including CFO at PAJ Inc., a wholesaler distributor, and owner of a security business, Rolland Safe & Lock Company. 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 broad range of advisory and brokerage services with scalable platforms that include financial planning, model portfolios, third-party asset management, and institutional programs.

Barry Cynowiec is a CFP® professional with 41 years of industry experience, currently affiliated with LPL Financial since 2026. His prior roles include significant tenures at Cetera Wealth Services and Financial Network Advisory Corp., among others. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniela Ricaldone is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and 16 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Morgan Stanley Private Bank, Morgan Stanley, MG&A Wealth, and UBS Financial Services. 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 management services, utilizing both proprietary research and third-party strategies, and manages over $819 billion in discretionary assets through a broad network of advisors.

Henry Des Jardins is a financial advisor with LPL Financial holding a Series 66 license and nine years of industry experience. He previously worked at Ameriprise and Wells Fargo, with a combined 24 years at those firms before joining LPL Financial. Outside of advisory work, he is involved as an owner of BEC Peak Partners, LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network to individuals, retirement plans, banks, and institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary models and third-party strategies across a broad platform.

Kathryn Kirchner is a Series 66-licensed financial advisor with LPL Financial in San Diego, CA, where she has worked since 2007. She has 14 years of industry experience. 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 portfolio programs, third-party asset management, and institutional platforms.

Colin Beamish is a CFP® professional based in San Diego, CA, affiliated with LPL Financial. He has 16 years of industry experience, including a decade at City National Bank 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 institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Jason Simard is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial. He previously worked at OSAIC, Haussmann Financial, Inc., and SECURITIES AMERICA, Inc. He has also maintained a career as an insurance agent since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Carlos Mendez is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He 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, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Lewis is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked with LPL Financial since 2017, except for a two-year period at CUSO Financial Services. 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, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Paul Esh is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Linsco Private Ledger since 2006 and previously at TD Ameritrade for two years. Outside of his advisory role, he has worked as a store associate at The Home Depot. 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, utilizing both discretionary and non-discretionary investment strategies.

Marcy Mackless is a financial advisor with LPL Financial in San Diego, CA, holding Series 63, 65, and 66 registrations and possessing 11 years of industry experience. Her prior roles include positions at PNC and Wells Fargo Clearing, among others. 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 access, and institutional platforms.

Jessica Silver is a financial advisor with LPL Financial in San Diego, California. She holds the CFP® and Series 63 designations and has 15 years of industry experience. Her prior work includes roles at Janney Montgomery Scott LLC, PNC Bank, and Sagepoint Financial, among others. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jerry Kanter is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His career includes long-term roles at Cal Farm Insurance, Securian Financial Services, Minnesota Life Insurance Company, Advanced Benefit Systems, Tax & Financial Group, and W.J. Barrett Insurance Agency. 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 advanced operational and research tools.

Robert Rojano Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He spent 26 years at Lincoln Financial Advisors Corp. 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, model portfolios, third-party asset management access, and institutional platforms, supported by research and technology tools.

Lori Goodwin is a financial advisor with LPL Financial in San Diego, CA, holding a Series 65 designation and one year of industry experience. She previously worked at Cetera and Avantax Advisory Services and has been a partner and Chief Financial Officer at Stern Kory Sreden and Morgan An Accountancy Corporation since 2004. Goodwin also serves as Chief Financial Officer for Single Mothers Outreach, Inc., a non-profit supporting single mothers in the Santa Clarita community. 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 third-party asset management, supported by advanced operational tools and a broad network of investment adviser representatives.

Steven Batutis is a CFP® professional with 17 years of industry experience, currently serving at LPL Financial since 2016. His prior roles include positions at MSI Financial Services, Forta Financial Group, Mony Securities Corporation, Trusted Securities Advisors Corp., and Equitable Advisors. Outside of his advisory work, he has a home-based real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and extensive resources while overseeing substantial discretionary assets.

Yves Antonio is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with two years of industry experience. He has worked at LPL Financial since 2021 and previously was employed by Ace Parking from 2016 to 2020. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.

Jason Yusypchuk is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2007. He holds the Series 66 designation and is based in San Diego, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Christopher Moffat is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Linsco/Private Ledger Corp, PRUCO Securities, Banc Of America Investment Services, and Quick & Reilly. 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, and supports its advisors with technology tools while maintaining a broad platform of non-advisory financial activities.

George Reyes is a Series 66 licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial. He has held positions at firms including Cetera Wealth Services, Avantax, Bank of America, Merrill, and Wells Fargo. In addition to his advisory work, Reyes serves as a board member for the College of the Canyons Foundation, a nonprofit organization focused on philanthropic support for the college. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.