Kelly Newell is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Merrill for 11 years. Newell is involved in mortgage brokerage services through Home and Loan Finders, dedicating a portion of his time to this activity. 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 portfolios, third-party asset management, and institutional platforms.

Joseph Rosenberry is a financial advisor at LPL Financial with three years of industry experience and a Series 66 designation. His prior experience includes roles at Ameriprise and Service Response Partners LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory platform. The firm offers services such as financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Floyd Fielder is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and 27 years of industry experience. He previously worked at Merrill for 10 years before joining LPL Financial in 2009. In addition to his advisory role, he is involved in mortgage brokerage services through Home and Loan Finders. 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 financial planning and investment management services, employing both proprietary and third-party strategies, and supports advisors with advanced operational and research tools.

James Finley is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and 25 years of industry experience. He worked at Merrill from 2001 to 2009 before joining LPL Financial, where he has been active since 2009. Outside of his advisory role, he is involved in mortgage brokerage services through Home and Loan Finders. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Gregory Hakim is a financial advisor affiliated with LPL Financial in San Diego, CA, holding a Series 66 designation with 25 years of industry experience. His prior work includes 21 years at Ameriprise Financial Services in various roles before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisers. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.