Colby Shinholser is a financial advisor with LPL Financial in San Diego, CA. He holds the Series 66 designation and has one year of industry experience. Prior to his advisory role, he has served in the US Navy since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

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 and its predecessor entities since 2003. Reeves is involved in several investment-related business activities affiliated with LPL, including independent insurance agency work. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Shanahan is a Certified Financial Planner® with 26 years of industry experience, currently affiliated with LPL Financial. He co-founded Overland and Shanahan, where he has been practicing for over 20 years. Shanahan is also involved as a 401(k) trustee and has experience in non-variable insurance sales. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Howard Meyerson is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. His prior roles include positions at Bank of America and Merrill. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Claire Shinholser is a financial advisor with LPL Financial based in San Diego, CA, holding CFP® and Series 66 designations and bringing 10 years of industry experience. She has worked at LPL Financial since 2018 and is also associated with Overland and Shanahan Wealth Advisors, where she provides financial planning and consulting services. Outside of her advisory roles, she is involved as an independent insurance agent with The Producer's Group and High Bluff Private Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Caleb Chen is a financial advisor at LPL Financial based in San Diego, CA, with five years of industry experience. He holds the Series 66 designation and has previously been associated with Forester Financial and San Diego State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.