Jeffery Sweesy is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Linsco Private Ledger since 2004 and previously spent time at Uvest Financial Services Group, Inc. and Merrill. 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 other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Katelyn Montijo is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Fidelity Investments, Merrill Lynch, and TD Ameritrade. 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, utilizing both proprietary and third-party investment strategies supported by advanced research and operational tools.

Scott Bush is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Grove Point Investments, CUSO Financial Services, Charles Schwab, and TDAmeritrade. 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, with a focus on both discretionary and non-discretionary strategies.

Marco Cuneo is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Edward Jones, The Prudential Insurance Company of America, and IllumeSense, Inc., among others. 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. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Alicia Antala is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and three years of industry experience. Prior to her current role at LPL Financial, she worked at Fairmont Austin Hotel and Barton Creek Resort and Spa. 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.

Manuia Sotoa is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual Investment Services LLC, and MBO Partners. Outside of advising, he is involved in real estate rental property ownership. 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. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Amy Soo Donk is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2017. Her prior work includes roles at Cloak & Petal, Red O Restaurant, and Covance. 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.

Nicole Davis is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with LPL Financial since 2008. 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 access, and institutional platforms.

Melanie Ramos is a financial advisor at LPL Financial with 23 years of industry experience. She has been with LPL Financial since 2004 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in real estate rental activities in 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brett Clement is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scottrade and TD Ameritrade. Clement 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 plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jacklyn Manner is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and having four years of industry experience. She has been with LPL Financial since 2018 and previously worked for ten years at Starbucks. She also operates a home-based non-investment related 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, utilizing model portfolios and third-party subadvisors, and supports its advisors with advanced operational and research tools.

Peter Holm 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 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Kamron Bahrami is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has previously worked at SagePoint Financial and Independent Capital Management. Outside of his advisory role, he is involved with ICM Lending and operates KJB Financial Services LLC 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sheryl Raetz is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 29 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at Lincoln Financial Securities Corporation, Pilot Financial/PRD Ventures, LLC, RD Financial Services, and Osaic FS, Inc. In addition to her advisory work, she is involved in selling fixed annuities and non-variable 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, model portfolio programs, and institutional platforms, supported by tools such as machine learning for research and operational purposes.

Justin Smith is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Thrivent Investment Management and THRIVENT Financial from 2014 to 2017, and Wells Fargo Clearing in 2014. 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 other institutions. The firm supports its network of investment adviser representatives with a range of financial planning and portfolio management options, including model portfolios, third-party subadvisors, and institutional platforms.

Christopher Conn is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation. He has one year of industry experience with previous roles including Asset Security Consulting and Colonial Life. Conn also has a background that includes time at Alex Brown and studied at the University of Colorado Boulder. 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 programs, supported by technology tools and a large network of over 22,800 advisors.

Suzanne De Graw is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 designations and over 21 years of industry experience. She previously worked at Independent Financial Group, Transamerica Financial Advisors, and WFG. In addition to her advisory role, she operates DeGraw Tax Services, providing tax preparation and accounting 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad service network.

Carl Hinds is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. He worked at RBC Capital Markets Corporation for 18 years before joining LPL Financial in 2026. 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, supported by a network of over 22,800 advisors.

Falko Hoernicke is a CFP® and CFA® affiliated with LPL Financial, with one year of industry experience. Prior to joining LPL, he worked at U.S. Bancorp for five years, Wells Fargo Bank for two years, and Bergquist Wang, LLC for six years. He 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 and access to model portfolios and institutional platforms.

Christopher Jenkins is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with LPL Financial since 2023 and has a long tenure at CPA Financial Group, Inc., where he has also been involved in tax preparation and accounting services since 1989. Prior to that, he held positions at AIG Financial Advisors, Inc., Sunamerica Securities, Inc., Cetera, and Genworth Financial Planning Corporation. 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, supported by extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.