Colby Shinholser is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has been working in the industry since 2025. Prior to his advisory role, he has served in the US Navy since 2016. 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, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Gay Reeves is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with LPL Financial since 2003 and previously worked at UBS Financial Services from 2001 to 2003. Outside of advising, she is involved with affiliated insurance agencies connected to her advisory business. 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 models and strategies alongside operational and research support tools.

Michael Shanahan is a CFP® professional with 26 years of experience in financial advising, currently associated with LPL Financial. He has worked at LPL Financial since 2003 and was a principal at Overland and Shanahan for 20 years. His outside activities include sales of non-variable insurance and serving as a 401(k) trustee. 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. Its platform offers a range of financial planning and investment management options delivered through a large network of advisers.

Howard Meyerson is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses. He has 46 years of industry experience, including prior roles at Bank of America, Merrill, A. G. Edwards & Sons, and Pershing LLC. 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 a range of advisory and brokerage services through its network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Claire Shinholser is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in San Diego, CA. She has previously worked at firms including Overland and Shanahan and Voya Financial Partners. Outside of her advisory role, she is involved with independent insurance services through The Producer's Group and High Bluff Private Wealth. 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, supported by a large network of investment adviser representatives.

Caleb Chen is a financial advisor at LPL Financial in San Diego, CA, holding the Series 66 designation with five years of industry experience. His work history includes roles at LPL Financial since 2018 and Forester 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 diverse financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.