Richard Reimers is a CFP® with 30 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Stifel Nicolaus & Co Inc for 14 years, Wells Fargo Clearing for one year, and A. G. Edwards & Sons, Inc. for 11 years. He also acts as a trustee for family investment trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives.

Michael Marangola is a CFP® and ChFC® with 26 years of industry experience. He is currently an advisor at LPL Financial and has previously been associated with FSC Securities Corporation and OSAIC. He is the owner and president of Marangola Financial Group, which also provides income tax preparation 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 services including financial planning, model portfolio programs, and third-party asset management across various platforms.

Jason O Reilly is a financial advisor with LPL Financial based in San Diego, CA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining LPL, he worked at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., Wells Fargo, and Citibank. He is also dual-hatted as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services alongside his registered representative role. 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, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

Naief Al Chaikh is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His prior experience includes roles at Ameriprise and Comerica Securities, where he worked for nine years. He is also involved with Comerica Bank through outside employment related to financial advisory activities. 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 and access to third-party asset management, utilizing model portfolios, customized strategies, and various operational tools across a broad network of investment adviser representatives.

Cheryl Giustiniano is a CFP® with 34 years of industry experience, currently serving at LPL Financial since 2025. Her prior roles include positions at Giustiniano Wealth Strategies, Cavanaugh Financial Group, D Canada Financial, Raymond James Financial Services, and Morgan Stanley DW Inc. She is based in San Diego, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to 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, integrating a range of investment strategies and technology tools to support advisors.

Chad Anderson is a financial advisor with LPL Financial in San Diego, CA. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Digital Capital Management, Securian Financial Services, and Morgan Stanley. 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, supporting advisors with various strategic and tactical investment options.

Lindsey Feeney is a financial advisor with LPL Financial in San Diego, California, holding a Series 66 designation and 20 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alexandra Vidal 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. Her career includes prior roles at firms such as 1st Global Advisors, Ameriprise Advisor Services, and Householder Group Estate & Retirement Specialists. In addition to her advisory work, she is an ordained minister and owns Trident's Theories, LLC, a research business. 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, and third-party asset management, supported by extensive technology and research resources.

Lisa Koyama is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She has worked at several firms, including Wells Fargo Clearing and multiple Cetera entities, before joining LPL Financial in 2021. Koyama is also a commissioned notary public. 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, third-party asset management, and institutional platforms.

Phillip Nuttall is a CFP® professional based in San Diego, CA, with 15 years of industry experience. He is currently affiliated with LPL Financial and has worked previously with Stratos Wealth Advisors, Capital One Investing, and HSBC Bank. His credentials include Series 63 and Series 65 licenses. 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 institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Bryce Morley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at One Pacific Financial Strategies and Emerson Equity. Outside of finance, he has experience in entrepreneurial and service roles, including operating Curl Market and working in house painting. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Kelli Winslow is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2005. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

William Routh is a CFP® professional with 18 years of experience in financial advisory. He is currently with LPL Financial since 2024 and has previously worked at Cetera Advisors LLC, First Allied Advisory Services, First Allied Securities, and Fidelity. 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.

Brian Kim is a CFA® charterholder and Series 63 licensee affiliated with LPL Financial, with 15 years of industry experience. He has worked at LPL Financial since 2022 and previously spent seven years at Cetera Financial Group. 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 plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Enyedi is a Series 66-licensed financial advisor with LPL Financial, based in San Diego, CA, and has 26 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Fortigent, LLC, and UBS Financial Services. 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 advisors, utilizing various portfolio strategies and technology tools for research and operational support.

Jonathan Lucas is a financial advisor with LPL Financial in San Diego, CA, holding CFP®, ChFC®, and Series 63 designations and bringing 30 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 30 years before joining LPL Financial in 2025. 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.

Christina Coles 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, she worked for ten years at Barona Resort and Casino. 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 extensive operational tools and oversight of more than $819 billion in discretionary assets.

March Doolittle is a Series 66 credentialed financial advisor with LPL Financial, based in San Diego, CA. She has eight years of experience at LPL Financial and three years of industry experience overall. 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.

Jennifer Clyde is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 14 years of industry experience. She previously worked at Geneos Wealth Management for 14 years and has been associated with Kenny Clyde Financial since 2010, where she also serves as a notary. 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 portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies alongside various operational tools and extensive non-advisory financial activities.

William Fox is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Educational Employees Credit Union and Fresno Pacific University. 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, and institutional platforms.