John Ellis is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with LPL Financial since 2018. He previously worked at Lucia Securities and RJL Wealth Management. Ellis also operates Ellis Financial Group, a business related to his work with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various management options.

Murray Hougen is a financial advisor at LPL Financial with 20 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Prior to joining LPL Financial in 2019, he spent 11 years with Waddell & Reed and various insurance carriers. Hougen is co-trustee of the Murray & Elizabeth Hougen Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michaela Brickley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Independent Financial Group and Commonwealth Financial Network. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services.

John Faustino is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Waddell & Reed, John Burnham Insurance, and service as a board member of the Kiwanis Club of Poway. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering diverse advisory programs and financial planning services.

Shu Chi Liu Ouk is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2012. Outside of her work at LPL, she is involved with SL Wealth Management, Inc., which offers financial securities and services including portfolio analysis, retirement planning, and educational seminars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Sandra Cohn is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at Independent Financial Group and Intuit, and she operates Cohn Tax Company, Inc., a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary management and utilizes model portfolios and research from multiple sources.

Craig Cohn is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 license and bringing 25 years of industry experience. His prior roles include positions at Independent Financial Group, LLC and Commonwealth Financial Network. Outside of his advisory work, he is the sole owner of a business entity, COHN & COMPANY INC., which is non-investment related. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research.

Deborah Severn is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2019, she worked with The Murray Hougen Group, Waddell & Reed Inc., and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology, providing both discretionary and non-discretionary management options.