Robert Ryness is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Edward Jones, Thrivent Financial, and Rogue Credit Union. 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 extensive technology and a large network of advisors.

Matthew Bronson is a financial advisor with LPL Financial based in San Diego, CA. He holds the Series 66 designation and has five years of industry experience. Prior to joining LPL Financial in 2019, he worked at AeroTek and spent five years at the University of California, San Diego. 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.

Robert Fenton is a CFP® and Series 66-registered advisor with 28 years of industry experience. He has been with LPL Financial since 2026 and previously worked at Centaurus Financial, Inc. for 22 years. He is also the owner of Fenton Wealth Management, where he offers non-variable insurance products including Universal Life and Long-Term Care insurance. 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 advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and portfolio management solutions.

Stephanie Gotts is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include a position at Securities America, Inc., and work with the City of Whittier. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Shrope is a CFP® professional with 19 years of industry experience. He is currently affiliated with LPL Financial and Mechanics Bank, having previously worked at Farmers Financial Solutions, Farmers Insurance Group, J.P. Morgan Securities, Chase Investment Services, OSAIC Services, and Wells Fargo Investments. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Hartman is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Securities America Advisors and OSAIC for over 17 years combined. Outside of his advisory role, he serves as Attorney In Fact and trustee for his mother’s financial affairs and operates an insurance business offering health, life, disability, and long-term care products. 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 and access to model portfolios and third-party asset management, supported by advisor-facing technology and a broad platform integrating insurance and banking solutions.

Jeffrey Lockway is a CFP® professional with 21 years of industry experience, currently advising clients at LPL Financial. His career includes prior roles at USAA Bank, USAA Investment Services Company, Ameriprise, and Morgan Stanley. 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, supporting advisors with advanced research tools and multiple investment strategies.

Ben Valdovinos is a financial advisor with LPL Financial based in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes nearly two decades at TD Waterhouse Investor Services, followed by a brief tenure at Sagepoint Financial before joining LPL Financial in 2017. 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 access to third-party asset managers, supported by various operational and research tools.

Justin Poore is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, and H.D.Vest Advisory Services. Outside of advising, he is involved in golf coaching and employment with Madera Golf and Country Club. 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, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on both strategic and tactical asset allocation.

Gregory Schill is a CFP®-credentialed financial advisor with 38 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following long tenures at TAG Financial Inc. and FSC Securities Corporation. 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, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Charles Pieper is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2024, he worked at Red Chalk Group, Swidia, and Accenture, and he has also been self-employed. 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 various model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing tools and technology.

Lisa Scott is a financial advisor at LPL Financial with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors and National Planning Corporation. Outside of her advisory role, she has operated a non-variable insurance business since 1991. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Blair Piendak 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 in 2019, Blair worked at Solera for four 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 institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management access, and institutional platforms, supported by operational tools such as machine learning to aid advisors.

Kyle Hubers is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2004 and also works with LPL Enterprise LLC. Outside of his advisory role, he has a side involvement managing a rental property. 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 advanced operational tools and a broad network of over 22,800 advisors.

Nancy Valencia is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. She has been with LPL 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, utilizing both discretionary and non-discretionary strategies.

Derek Nisleit is a financial advisor with LPL Financial, holding the Series 66 designation and over 10 years of industry experience. He has been with LPL Financial since 2014. Based in San Diego, CA, his professional background is focused entirely within the firm. 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 technological tools while maintaining a broad non-advisory financial services platform.

Jonathan Lien is a CFP®-credentialed financial advisor with seven years of industry experience, currently with LPL Financial. He previously worked at Edward Jones for seven years and has additional experience at Microsoft, Waddell & Reed, and Mariner West. Outside of his advisory work, he manages real estate for his family. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Melissa Stark is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 14 years of industry experience. She has been with LPL Financial since 2009. 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, and access to third-party asset managers, supporting its network of over 22,800 advisors with a combination of discretionary and non-discretionary investment strategies.

John Vande Bossche is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Northwestern Mutual and Anchor Bay Capital before joining LPL in 2021. In addition to his advisory role, he is involved with Vande Bossche Financial Planning and Wealth Management, which includes non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 solutions.

Daniel Russell is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and over 20 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved as a Blue Cross Blue Shield insurance agent. 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.