Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jean M
Series 66
San Diego, CA
LPL Financial
Jean Murphy is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She has been with LPL Financial 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Caden R
Series 66
San Diego, CA
LPL Financial
Caden Rogers is a financial advisor with LPL Financial in San Diego, CA. He holds the Series 66 designation and has been with the industry since 2025. Prior to his advisory role, Rogers served in the United States Air Force and held positions in various companies including Happy English and Bankers Life. 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 portfolio programs, and institutional platforms, supported by advisory representatives who use a variety of investment strategies and technology tools.
Lisa M
Series 63, Series 65
San Diego, CA
LPL Financial
Lisa Martin is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 21 years. She is based in San Diego, CA. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.
Brian B
Series 63, Series 65
San Diego, CA
LPL Financial
Brian Blair is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at City National Bank and RBC Capital Markets. 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.
Brian T
Series 66
San Diego, CA
LPL Financial
Brian Tokarik is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives.
John H
Series 66
San Diego, CA
LPL Financial
John Houda is a Series 66 licensed financial advisor with 16 years of industry experience. He has been with LPL Financial since 2010 and briefly worked at Wamu Investments, Inc. in 2009. He is based in San Diego, CA. 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, supporting advisors with research, technology, and operational tools.
William F
Series 65, Series 66
San Diego, CA
LPL Financial
William Fried is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 66 licenses and 10 years of industry experience. He previously worked at Edward Jones for 10 years and spent one year at Rayburn West 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 financial planning and investment management services delivered through a large network of advisers who utilize model portfolios, third-party subadvisors, and customized strategies.
Kimberly H
Series 66
San Diego, CA
LPL Financial
Kimberly Hitchcock is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney, Cetera Advisors, and First Allied Securities. She is involved with Malama Wealth, a DBA related to her LPL business. 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, combining extensive advisory services with non-advisory financial products.
Alex P
Series 66
San Diego, CA
LPL Financial
Alex Pittz is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2025, he spent 25 years with UBS Financial Services. Outside of his advisory role, he serves as the head football coach at Chowchilla High School and owns a local apparel business. 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 other institutions. The firm provides a range of investment options and utilizes advisor-facing technologies for operational and research support, serving over 22,800 advisors with substantial discretionary assets under management.
Emmanuel M
Series 66
San Diego, CA
LPL Financial
Emmanuel Martinez Jauregui is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he held roles at Bank of America, Merrill, and Equitable Advisors, 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a wide range of advisory strategies with extensive non-advisory financial services.
Mary M
Series 66
San Diego, CA
LPL Financial
Mary Mann is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Merrill, Moors & Cabot, Morgan Stanley Smith Barney, and UBS Financial Services. She is also commissioned as a notary outside her advisory business. 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, supported by machine-learning tools for operational and research purposes.
Jeffrey H
CFP®, Series 63
San Diego, CA
LPL Financial
Jeffrey Horowitz is a CFP® credentialed financial advisor with 36 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 34 years with Lincoln Financial Advisors Corporation. 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 range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced research and operational tools.
Timothy M
CFP®, Series 63
San Diego, CA
LPL Financial
Timothy Murphrey is a CFP® with 39 years of industry experience, currently with LPL Financial. He has previously worked at OSAIC, Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. Outside of financial advising, Murphrey is involved in employee benefits consulting through a co-owned business with his wife and serves on the board of a nonprofit organization. He also practices as an attorney, preparing estate planning documents. 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 diverse range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Brian R
Series 66
San Diego, CA
LPL Financial
Brian Russell is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Advisors, Bank of America N.A., Merrill, and Kidder Mathews, Inc. 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 portfolios, third-party asset management access, and institutional platforms, combining a broad advisory platform with multiple non-advisory financial services.
Stuart I
Series 63, Series 65
San Diego, CA
LPL Financial
Stuart Iritani is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and with 32 years of industry experience. His career includes tenures at Woodbury Financial Services, Citigroup Global Markets, Merrill, and multiple periods at LPL Financial. 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, supported by advisor tools and extensive operational resources.
Tuan H
Series 63, Series 66
San Diego, CA
LPL Financial
Tuan Huynh is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and J.P. Morgan Securities. Outside of advising, he has ownership interests in several non-investment businesses, including a nail salon and spa. 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 portfolio management services, leveraging a large network of advisors and incorporating both proprietary and third-party strategies.
Daryl S
Series 63, Series 65
San Diego, CA
LPL Financial
Daryl Serizawa is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Woodbury Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
Steven J
Series 66
San Diego, CA
LPL Financial
Steven Jendrusina is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and has also worked at Ensign Junior High School since 1995. 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 technology tools and a large network of investment adviser representatives.
Spencer R
CFP®, Series 66
San Diego, CA
LPL Financial
Spencer Rand is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC Wealth, Inc., Rand, Williams and Associates, Royal Alliance Associates Inc., Wells Fargo Investments, and Waddell & Reed. He is involved with Rand, Williams & Associates, LLC, an investment-related business. 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, supported by advanced research and operational tools.
Adam C
Series 66
San Diego, CA
LPL Financial
Adam Cooper is a financial advisor with LPL Financial in San Diego, California, holding a Series 66 designation and 15 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters