Emily Dearborn is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2022, she worked at several firms including Foresters Financial Services and Cetera Investment Services. Outside of her advisory role, she is a co-owner of a real estate rental investment. 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 institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with diverse investment strategies and operational tools.

Joel Mattix is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Linsco/Private Ledger Corp. 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 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.

Justin Moore is a Series 66-licensed financial advisor with LPL Financial in San Diego, CA. He has 13 years of industry experience, all with LPL Financial since 2013. LPL Financial is a national broker-dealer and registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning, asset management, and institutional platforms.

Amie Agamata is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Gregory Yamasaki, Erik Freeman, and Northwestern Mutual Wealth Management Company. 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.

Steve Trzcinski is a financial advisor with LPL Financial based in San Diego, CA. He holds the Series 66 designation and has 19 years of industry experience. He has been associated with Linsco Private Ledger since 2005. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisory services through a large network of investment adviser representatives.

Jeffrey Runyan is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wedbush Morgan Securities Inc. for 18 years and Brookstreet Securities Corporation for one year. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, offering advisory and brokerage services through a large network of investment adviser representatives.

Shawna Partain is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Merrill, Muirwood Private Wealth, and Wells Fargo Investments. She is also engaged with Mechanics Bank alongside her advisory work. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, institutions, and retirement plan participants, offering a range of financial planning and investment management services through a large network of advisors.

Mitchell Severe is a financial advisor with LPL Financial based in San Diego, CA. He holds the Series 66 designation and has experience spanning various industries, including education and cannabis-related businesses, before joining LPL Financial in 2024. Prior to his current role, he worked with firms such as No Till Kings, Columbia Care, and MedMen. 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 services, including model portfolios, third-party asset management, and institutional platforms.

Ian Ugarte is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2009, following prior roles at Associated Securities Corp. and National Planning Corporation. 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 oversight of over $819 billion in discretionary assets.

Spencer Lewis is a financial advisor with LPL Financial in San Diego, CA. He holds the Series 66 designation and has 18 years of industry experience, including 20 years at LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Emerald Jimenez is a financial advisor at LPL Financial in San Diego, CA, with nine years at the firm and three years of industry experience. Prior to joining LPL Financial, she worked at Victoria's Secret for two 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Robert Diehl is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked for Cetera Advisor Networks and Cetera Wealth Services for over two decades. Diehl is co-owner of two insurance agencies specializing in Medicare and various life and health insurance products. 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 institutions. The firm offers a range of investment programs and platforms, combining advisory services with a broad suite of non-advisory financial products.

Pablo Davila is a Series 66 licensed financial advisor with nine years of industry experience, currently serving clients at LPL Financial since 2018. His prior work experience includes roles at Uber, Proven Recruiting, and Thrivent Financial. Outside of his advisory role, he has participated in rideshare driving for Lyft and Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Kaleb Nortridge is a financial advisor with LPL Financial in San Diego, holding Series 63 and Series 65 licenses and two years of industry experience. Before joining LPL Financial in 2025, he was with Equitable Advisors for one year and has a background including roles in hospitality and real estate. 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, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Scott Henderson is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. He has worked at Linsco/Private Ledger and Axa Advisors, LLC since 2005 and 2006 respectively. 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.

Anne Howard is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at LPL Financial since 2006 and previously spent a year at Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions supported by various proprietary and third-party investment strategies.

Benjamin Chapman is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Edward Jones and GrantLinkx before joining LPL Financial in 2020. Between 2019 and 2020, he took a year for extended travel. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Mario Contreras is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at Schwab Wealth Advisory, Charles Schwab, Envestnet PMC, J.P. Morgan Securities Inc., and Banc One Securities Corporation. 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 range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephanie Van Hook is a financial advisor with LPL Financial in San Diego, CA. She holds the Series 63 and Series 66 designations and has 17 years of industry experience, all with LPL Financial since 2009. 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.

Thomas Domogma is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has nine years of industry experience. His previous roles include positions at Morgan Stanley and Morgan Stanley Private Bank, as well as experience with The Startup Garage. 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 through a large network of investment adviser representatives, featuring various portfolio programs and institutional platforms.