Brett Rowe is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial in San Diego, CA. Prior to joining LPL Financial, he spent six years with eMoney Advisor. 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 portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Marco Godwin is a financial advisor at LPL Financial with 26 years of industry experience. He has held previous roles at Equitable and AXA-related firms spanning from 2014 to 2021. He holds Series 63 and Series 65 licenses and 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging both proprietary research and third-party strategies.

Jairo Servin is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, business owners, and families develop strategies to achieve their financial goals. He focuses on areas including college education planning, corporate executive services, employee benefits planning, equity compensation services, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Raised in Salinas, California, Jairo moved to the Bay Area in 2008 and is a graduate of San Francisco State University with a Bachelor of Arts in Sociology. His background as a student athlete has instilled dedication and discipline, qualities he applies in his financial planning career. Since beginning his work in the financial sector in 2019 at Northwestern, Jairo has developed a commitment to connecting with clients and serving as a resource to help them obtain their financial objectives. He holds the Chartered Retirement Planning Counselor™ (CRPC) designation, is Series 7 and 66 FINRA registered, and is a Personal Investment Advisor (PIA). Jairo is bilingual in English and Spanish. In addition to his professional work, Jairo volunteers as a wrestling coach at local high schools. He lives in Belmont with his dog Belfi and enjoys activities such as working out, running, football, hiking, attending concerts, dining out, and walking on the beach.

Edward Hawley is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Homebridge Financial, Primeview Capital, LLC, and Salisbury Capital Advisors, LLC. 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, portfolio management, and institutional platforms, supporting advisors with research, model portfolios, and technology tools.

Rachel Chryssostomides is a CFP® professional with 12 years of experience in the financial services industry. She is currently with LPL Financial and previously worked at Ameriprise and FSC Securities. She also has experience with The Root Cellar LLC. 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.

Scott Hagopian is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 designations. His prior career includes long-term roles at The Mutual Life Insurance Company of New York and Cambridge Investment Research, as well as involvement with Bloodstock Investments. 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, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Sven Meza is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He worked at Independent Financial Group, LLC for one year before joining LPL Financial in 2015. Outside of his advisory duties, he serves as a non-public FINRA arbitrator. 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 third-party asset management and institutional platforms, with a focus on combining scale and breadth of services across advisory and non-advisory financial activities.

Andrew Duhovic is a Series 66-licensed financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at Cetera Advisors, RemoteLink Solutions, and Pruco Securities LLC. He has also held various roles at the University of San Diego. 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 research and operational tools.

George Smith is a CFA® charterholder and holds the Series 63 license, with 12 years of industry experience. He has been with LPL Financial since 2013. 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, utilizing a range of strategic and tactical investment approaches supported by advanced operational tools.

Michael Wiley 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 2013, including a brief tenure at Anchor Bay Capital in 2015. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by research tools and a broad offering of non-advisory financial products.

Santiago Huerta is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with LPL Financial since 2018 and has also been involved with Independent Capital Management since 2013. Prior to LPL, he worked at SagePoint Financial for five 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, combining extensive research tools with a broad array of financial services.

Christie Shaw is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 14 years of industry experience. She 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 through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Melissa Mills is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held positions at Royal Alliance Associates, INC. and Genovese Burford & Brothers. 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 advanced operational and research tools.

Jack Patague Jr. is a financial advisor with LPL Financial in San Diego, CA, holding the Series 63 and Series 66 designations and bringing 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Matthew Plocher and Northwestern Mutual Investment Services, LLC from 2014 to 2021. Outside of his advisory role, he is a content creator and streamer for Gold Sparrow Gaming. 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.

Ria Gost is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 23 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, SCF Investment Advisors, and Sprott Asset Management USA, 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Pablo Serna is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Silicon Valley Bank, Boston Private Wealth LLC, and Banc of America Investment 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mario Pometta III is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Sorrento Pacific Financial, CUSO Financial Services, LP, and Redwood 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Nicholas Mattlin is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2016. 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.

Patrick Vande Bossche is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he has experience with educational services including Hawkes Learning Systems and Mathnasium. 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 financial planning and investment management services through a large network of representatives, utilizing both proprietary and third-party strategies.

Crystal Locklear is a financial advisor with LPL Financial in San Diego, CA, holding the Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2024, she worked at Charles Schwab from 2022 to 2024, ICON plc from 2020 to 2022, and Arrow Asset Management from 2018 to 2020. 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 and access to various portfolio management options, supported by advanced research and operational tools.