Levi Cass is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Advisory Services, Ameritas Investment Corp, and Securities America. 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 extensive operational tools and a large network of over 22,800 advisors.

Randy Pickering is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at ProEquities, Inc. for 17 years. He is also president of Pickering Insurance Services, an insurance agency specializing in health and life insurance. 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 model portfolio programs, and supports its network of over 22,800 advisors with a variety of investment platforms and operational tools.

Terrence Woo is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial in various capacities since 2014. Outside of his advisory role, he is involved with LDGN UNLTD, LLC, a non-investment-related business based in San Diego, CA. 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 investment solutions including financial planning, wrap and model portfolio programs, and institutional platforms, supported by various technology and research tools.

Athena Plencner is a Series 66 licensed financial advisor with LPL Financial in San Diego, CA, where she has worked since 2004. She has 20 years of industry experience. Outside of her advisory work, she teaches rock climbing through a company called Wilderness Outings on weekends and is an author. LPL Financial is a nationally recognized 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Shafik Tadros is a financial advisor with LPL Financial in San Diego, CA. He holds the Series 66 designation and has 17 years of industry experience, including prior work at Morgan Stanley & Co. LLC. Tadros has been with LPL Financial since 2010. 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 programs, supported by a large network of advisors and various technology tools.

Christopher Carter is a financial advisor at LPL Financial with 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Redwood Credit Union. Outside of his advisory work, he operates as an Airbnb host. 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 other institutions through a broad network of investment adviser representatives.

Heather Broderick is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. She has been with LPL Financial since 2013 and previously worked at Foresters Equity Services, Inc. from 2008 to 2013. 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 management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Tanner Carter is a CFP®-designated financial advisor with seven years of industry experience. He is currently with LPL Financial in San Diego, CA, having previously worked at City National Bank and RBC Capital Markets, LLC. Outside of his advisory role, he is involved with Cowboy Carter LLC and Dividend Capital LLC, business entities used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management solutions, supported by a broad platform and technology tools.

Kristen Vande Bossche is a CFP®-certified financial advisor with 12 years of industry experience. She has worked at LPL Financial since 2021 and previously spent seven years with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. She also operates a financial planning and wealth management business under her own name. 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, leveraging both proprietary model portfolios and third-party subadvisors, supported by technology tools for research and operations.

James Carter is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. His previous roles include positions at Ameriprise Financial Services, UBS Financial Services, and Merrill. He is also involved with Carter Wealth Advisors LLC in a non-investment capacity. 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, leveraging model portfolios, third-party subadvisors, and advanced operational tools.

Brian Chan 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, having been with LPL Financial since 2008. 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, including model portfolios, third-party asset management, and institutional platforms.

Judith Steele is a financial advisor at LPL Financial with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at firms including Cetera Advisors LLC, First Allied Advisory Services, and Citigroup Global Markets. Outside of her advisory work, she is involved with Steele Family Trust, a real estate rental entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, leveraging a broad network of investment adviser representatives and technology tools to support various investment strategies.

Scarlett Cherry is a Series 66-licensed financial advisor with LPL Financial in San Diego, CA. She has 23 years of industry experience and has worked with firms including Next Financial Group, Inc., Wamu Investments, Inc., Truist Investment Services, Inc., NCF Financial Services, Inc., and Invest Financial Corporation. She has been with LPL Financial since 2012. 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, utilizing various investment strategies and technology tools.

Michael Capeder is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at RBC Capital Markets and UBS Financial Services. Outside of his advisory work, he is associated with Forseti Enterprises LLC, a business entity for tax and investment purposes. 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 variety of financial planning and investment management services through a network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Frank Pitchford is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and nine years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and NetChannel, Inc., where he held leadership roles. Outside of his advisory work, he serves as president of NetChannel Inc. and is active as an independent insurance agent. 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 supported by various investment strategies and technology tools, with oversight of over $819 billion in discretionary assets and more than 22,800 advisors.

Christopher Barstow is a Series 66 licensed financial advisor with LPL Financial in San Diego, CA, where he has worked since 2015. He has 10 years of industry experience. 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 financial planning, asset management programs, and institutional platforms, supporting advisors with a range of customizable investment strategies and technology tools.

Iliana Kline is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her career includes two separate tenures at LPL Financial, totaling 14 years, and eight years at Commonwealth Financial Network. Outside of her advisory work, she is employed part-time at Pottery Barn. 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 management services, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.

Logan Wright is an advisor with LPL Financial based in San Diego, CA, holding the Series 66 designation. He has one year of experience in the financial industry and previously worked in roles at San Diego Tax Service, Aya Healthcare, and Automatic Data Processing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a wide network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and various institutional platforms, combining scale with a broad range of financial services.

Steven Kerston is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Redwood Credit Union since 2011 and was affiliated with Cuso Financial Services LP for 13 years prior to joining 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 wide 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 advisors and advanced operational tools.

Richard Steinmeier 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 prior roles at UBS and Merrill. Steinmeier has been with LPL Financial since 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, model portfolios, third-party asset management, and institutional platforms.