Ezra Whipple is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Dunham & Associates Investment Counsel for four years and Merrill for one year. 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 extensive operational and research tools.

Blake Davidson is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. His background also includes roles with Associated Students, Inc. and California Polytechnic State 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 offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by technology tools for operational and research purposes.

Nathan Tournahu is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 license and two years of industry experience. His prior roles include positions at Redwood Credit Union, Bank of America, Merrill, and The Prudential Insurance Company of America. He also worked for over a decade at Graton 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, third-party asset management, and institutional platforms.

Michelle Anderson is a financial advisor with LPL Financial in San Diego, CA. She holds a Series 66 designation and has six years of industry experience, including 11 years with LPL Financial. 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.

Jason Mochi is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Raymond James Financial. His career includes extensive roles at Morgan Stanley Private Bank and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, asset management, and institutional platforms, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Michael Kelly is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at SCF Investment Advisors, INC. and SCF Securities, INC. for eight years and has operated Kelly Financial since 1995. Outside of his advisory work, he owns a pet care business called Pampered Pooch. 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, third-party asset management access, and institutional platforms, combining scale with a broad suite of financial and credit products.

Cristian Ardelean is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at T3 Trading Group, LLC and Hold Bros. Capital, LLC before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, including access to model portfolios, third-party asset managers, and institutional platforms.

Derek Hofeling is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. He joined LPL Financial in 2017 after working at TD Ameritrade 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 offers a range of financial planning and investment management services through a large network of advisors, employing various model portfolios and customized strategies supported by technology tools.

Brooke Duchaney is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at LPL Financial since 2018 and was previously with Ameriprise Financial Services, Inc. from 2014 to 2018. 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 and access to third-party asset management, with a platform supported by technology and a large network of over 22,800 advisors.

Jeffrey Litel is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for eight years and spent 19 years with the Yucaipa-Calimesa Joint Unified School District. 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 a network of more than 22,800 advisors and oversight of over $819 billion in discretionary assets.

Ryan Wickman is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. He has worked with LPL Financial since 2007 and previously spent one year at A. G. Edwards & Sons, Inc. 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 various investment strategies and advisor-support tools.

Li Tian is a CFP® professional with 13 years of industry experience, currently advising clients at LPL Financial since 2021. Prior to this, Li worked at Transamerica Financial Advisors and has been involved with several organizations including the Palomar College Foundation and Grand Line Consulting, Inc. Li is also the author of a memoir titled *Westbound: A Memoir: My Journey from Beijing to New York City*. 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, combining its scale and diverse financial activities with multiple portfolio management options and technology-enabled operational support.

John Prehatny is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has six years of industry experience, including roles at Axos Bank and work on an independent research project at California State University Channel Islands. 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.

Cynthia Cairo is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 license and 29 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Securities America Advisors and Securities America Inc from 2017 to 2021, and at National Planning Corporation from 2009 to 2017. Outside of her advisory work, she owns Studio Fusion, a dance and fitness studio. 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.

Arland Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at LPL Financial since 2024 and previously spent eight years with SCF Investment Advisors and SCF Securities. Kelly also operates Kelly Financial, a business he has managed since 2005, and is licensed as a non-variable insurance agent. 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 solutions, utilizing various model portfolios and third-party strategies, with support from advanced operational and research tools.

Phoebe Huynh is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, she worked at Target for six years and was affiliated with UC San Diego for three years. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and operational resources.

Claryann Olofsson Loo is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2019, she worked at Patterson Dental Supply from 2017 to 2019 and was involved with Vela Nuoto Ancona and Club Natacion Boadilla in 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports a large network of investment adviser representatives through a combination of proprietary research, third-party strategies, and operational technology.

Spencer Johnston is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at multiple firms, including Heritage Wealth Management and The Gensler Group, before joining LPL Financial in 2018. Outside of his advisory work, he has engaged in ride-share driving for Uber and Lyft. 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.

Mcrae Kirmse is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and bringing six years of industry experience. His prior roles include positions at Fidelity, Nationwide Investment Services Corp, and Osaic. He is also a commissioned notary and holds a non-variable insurance license. 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.

Giang Tran is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Cetera, Wells Fargo Advisors, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.