Miles Fleming is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include work with Waddell & Reed, Employer Services Group, and operating Lumena Financial Strategies, Inc. He has also been involved with community organizations such as the Rotary Club of Del Mar and the San Diego Council on Aging. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by research and technology-driven portfolio management.

Britt Stephens is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and 16 years of industry experience. Prior to joining LPL Financial in 2021, she worked with various insurance carriers, Employer Services Group, Lumena Financial Strategies, Inc., and Waddell & Reed Inc. She is also involved with Lumena Financial Strategies, Inc. as a DBA entity related to her LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment options supported by internal research, third-party subadvisors, and various portfolio management solutions.

Patricia Fleming is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, Inc., various insurance carriers, and Lumena Financial Strategies, Inc., which she founded and operated from 2017 to 2021. She also served on the Women In Blue Executive Cabinet and was involved with Act Today (Autism Care & Treatment). LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs with both discretionary and non-discretionary management supported by research and model portfolios.

Peter Fink is a CFP® professional with over 60 years of industry experience, currently advising at LPL Financial since 2021. His prior experience includes roles at Lumena Financial Strategies, Waddell & Reed, and SKLUTH Trust. He has served on the Board of Governors for City of Hope since 1997 and has been involved with AYSO as a soccer referee and instructor since 1975. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Robin Ballard is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and having 45 years of industry experience. He has been with LPL Financial since 1993. 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 advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.