Kevin Christensen is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and over 15 years of industry experience. He previously worked at Overland & Shanahan from 2016 to 2020 and has been with LPL Financial since 2008. Outside of his advisory role, Christensen is involved with Align Planning LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.

Andrew Zimmer is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having 13 years of industry experience. He has been with LPL Financial since 2015 and also worked at Overland & Shanahan from 2015 to 2021. Outside of financial advising, he owns Sidepod Gaming, LLC, and the online business Little Italy Pickleball Club. 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, employing strategies that include model portfolios, third-party asset management, and customized allocations, supported by technology tools for operational and research purposes.