Paul Curnutte is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2007 and previously spent seven years at Merrill. Outside of his advisory role, he is a member and business owner of Townes & Co, a non-investment-related home-based venture. 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 third-party asset management, supported by a large network of investment adviser representatives.

Michael Moon is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. His prior roles include 23 years at Lincoln Financial Advisors and three years at Commonwealth Financial Network. He is co-owner of Moon Wealth Management, LLC, which supports his securities, advisory, and insurance activities. 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 comprehensive advisory and brokerage services, including financial planning and institutional platforms, with a broad range of investment strategies implemented through a large network of investment adviser representatives.

Christopher Phelps is a CFP® professional affiliated with LPL Financial, with 20 years of experience in the financial services industry. He has worked at Financial Life Concepts and Commonwealth Financial Network, each for over two decades. Phelps is also involved in tax preparation services through Financial Life Concepts. 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.

Julia Moon is a financial advisor at LPL Financial with 10 years of industry experience. She holds the CFP® and Series 66 designations and has worked at firms including Lincoln Financial Advisors Corporation and Commonwealth Financial Network. She is also co-owner of Moon Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.