Terence Tunnell is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with LPL Financial and has worked at JM Financial Strategies and Commonwealth Financial Network. Outside of advisory work, he has been involved with Pizza Systems Inc. for over three decades and provides tax preparation and bookkeeping services through JM Financial Strategies. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting its advisors with research tools and a broad suite of financial products.

John Rey is a CFP® professional with three years of industry experience, currently affiliated with LPL Financial. He has previously worked at JM Financial Strategies and Commonwealth Financial Network. Outside of his advisory work, he teaches leadership training with the Carmelite Sisters in San Diego. 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 extensive research and technology tools.

Michael Swain is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with Swain Wealth Management, which focuses on fixed term life, whole life insurance, fixed annuities, and health insurance. LPL Financial is a national broker-dealer and 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, model portfolio programs, and institutional platforms, supported by advanced operational tools and a network of over 22,800 advisors.

Brian Mahoney is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Commonwealth Financial Network, JM Financial Strategies, Appellate Defenders Inc., and Wealth Legacy Group, Inc. 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, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Tina Huston is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial since 2026. She previously worked at Commonwealth Financial Network for 17 years and has been associated with JM Financial Services since 1985. In addition to her advisory work, Huston is president and owner of PH Financial Services Inc, which provides tax and securities services. 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.

Mitch Ruibal is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in a business buying sports cards primarily on eBay. 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 financial planning, portfolio programs, third-party asset management, and institutional platforms, combining extensive non-advisory financial services with oversight of over $819 billion in discretionary assets.