Nicolette Dal Porto is a financial advisor with LPL Financial and holds a Series 66 designation. She has four years of industry experience, including roles at Fremont Bank Investment Services and various positions connected to California Polytechnic State University, San Luis Obispo. Outside of her advisory work, she is a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Dmitriy Bgatov is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Edward Jones, and Merrill. He 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 financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary investment strategies.

Justin Mc Grath is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and two years of industry experience. His work history includes roles at The Motley Fool, Proficio, and American Golf/OB Sports Golf Management. 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 through a large network of investment adviser representatives. The firm offers a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jonathan Friess is a Series 66-licensed financial advisor at LPL Financial in San Diego, CA, with 16 years of industry experience. His prior roles include positions at Woodbury Financial Services and Cetera Wealth Services. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ann Marie Tyrrell is a Certified Financial Planner® with 19 years of industry experience. She is currently with LPL Financial, having joined in 2024, and previously worked at Stifel Nicolaus for 11 years and Premier Financial Group Inc for 6 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, and institutional platforms, supported by a large network of investment adviser representatives.

Rachel Gibson is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has worked at Linsco/Private Ledger Corp since 2004. 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, wrap and model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Russell Handler is a financial advisor with LPL Financial based in San Diego, CA. He holds Series 63 and Series 65 designations and has 11 years of industry experience. Prior to joining LPL Financial in 2022, he worked for eight years with Putnam Retail Management. 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 a large network of over 22,800 advisors.

Anthony Ceccacci is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors. He has been with LPL Financial since 2018. 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 variety of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and technology tools to support its advisory network.

George Alessandria is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at Merrill for 19 years and Bank of America for 13 years before joining LPL Financial in 2022. 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 advanced operational and research tools.

Theodore Miller is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior work includes roles at Cetera Advisors LLC and Wells Fargo in various capacities over 20 years. 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, retirement advice, and institutional platforms, with a broad range of investment options and operational support tools.

Pablo Folco is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support advisors.

Endry Surjanto is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. His prior roles include positions at First Tech Federal Credit Union and Raymond James Financial Services. He is president of ATS Wealth Circle LLC and EACS Corporation, both involved in financial and wealth management 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Robert Young III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Planmember Securities Corporation and One2One Wealth Strategies. Outside of advising, he is involved with Young Financial Services, Inc., a business entity focused on tax and investment matters. 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 other institutions. The firm supports a range of investment strategies, combining proprietary research, third-party management, and technology tools across a large network of advisors.

Dennis Barth is a financial advisor with LPL Financial in San Diego, CA, holding CFP® and Series 63 designations and bringing 39 years of industry experience. His career includes roles at Avantax Investment Services and Cetera Wealth Services, among others. Outside of finance, he is the head baseball coach at Gloucester Catholic High School. 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, supported by a large network of investment adviser representatives and technology tools.

Dmitriy Gusev is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Citigroup. 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.

Jake Volo is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Prior to his current role, he was involved with the International Bipolar Foundation for two years. He has also worked in various non-financial roles, including positions at San Diego State University and Mavericks Beach Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Austin Fitzgerald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Cantor Fitzgerald Investment Advisors, Legend Rock Financial, and Ziply Fiber. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

Aaron Bojorquez is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked in real estate and the hospitality industry, including a role as a real estate broker. Outside of advisory services, he is involved in mortgage and real estate 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 solutions, combining advisory services with extensive non-advisory financial activities.

Linda James is a financial advisor at LPL Financial based in San Diego, CA, with 26 years of industry experience. Her prior roles include positions at John Aust Real Estate Company, U.S. Bancorp Advisors, Northwestern Mutual Investment Management, and Fidelity. Outside of her advisory work, she is involved in real estate services through Real Broker LLC, assisting clients with buying and selling residential properties. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Rebecca Eastom is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Edward Jones, and State Farm VP Management Corp. Eastom has been with LPL Financial in two separate periods totaling over a decade. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.