Miles Fleming is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to joining LPL, he was involved with various organizations including the Rotary Club of Del Mar and the San Diego Council on Aging. 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, third-party asset management, and institutional platforms.

Britt Stephens is a Series 66 licensed financial advisor with 16 years of industry experience, currently with LPL Financial since 2021. She has held roles at various insurance carriers, Employer Services Group, Lumena Financial Strategies, Inc., and Waddell & Reed Inc. Stephens operates a DBA related to her LPL business under Lumena Financial Strategies, 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory solutions with extensive non-advisory financial activities.

Patricia Fleming is a CFP®-designated financial advisor with 37 years of industry experience, currently affiliated with LPL Financial in San Diego, CA. Her prior roles include positions at Waddell & Reed, various insurance carriers, and leadership at Lumena Financial Strategies, Inc. She also served on the Women In Blue Executive Cabinet from 2019 to 2021. 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 portfolio management services, combining advisory platforms with extensive non-advisory financial activities.

Peter Fink is a CFP® professional with 62 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Lumena Financial Strategies, Inc., Waddell & Reed, Inc., and various insurance carriers. He has served on the Board of Governors at City of Hope since 1997 and has been involved with AYSO as a soccer referee and instructor since 1975. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions through a large network of investment adviser representatives using diverse strategies and technology tools.

Robin Ballard is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 license and 45 years of industry experience. He has been with LPL Financial since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, 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.