Xu Wang is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2013. His prior experience includes roles at Wells Fargo Clearing, Edward Jones, and Banc of America Investment Services. Wang also operates Wang Wealth Advisors LLC as a separate business 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, supported by a network of over 22,800 advisors and significant operational resources.

Danielle Lyons is a financial advisor with LPL Financial based in San Francisco, CA, holding Series 63 and Series 65 registrations and 30 years of industry experience. She has worked at firms including JPMorgan Chase Bank, Credit Suisse Securities, and Merrill prior to her current role. Lyons is also involved with Navesink Wealth Management, an investment-related business affiliated with her LPL practice. 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 a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced tools and technology.

Dennis Quan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His work history includes roles at Bank of the West, BancWest Investment Services, U.S. Bancorp Investments, Wells Fargo Clearing, Merrill, and Morgan Stanley Dw Inc. since 1998. 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, supported by extensive technology and operational tools.

Chiu Ni Wang is a CFP®-designated financial advisor with 32 years of industry experience. Wang is currently with LPL Financial since 2025, having previously worked there from 2005 to 2015, and has also been with Western International Securities, Inc. since 2015. In addition to advisory services, Wang is involved in accident, health, life, and variable insurance activities. 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 solutions, including advisory and brokerage services through a large network of advisers utilizing various strategies and third-party asset management options.

John Jr. Ellis Jr. is a financial advisor with LPL Financial in San Francisco, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Lucia Capital Group and Currency Capital. 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 services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Daniel Dhillon is a CFP®-designated financial advisor with LPL Financial, based in San Francisco, CA, and has 20 years of industry experience. His prior roles include positions at BMO Harris Bank, Golden1 Investment Services, Fidelity Brokerage Services, BancWest Investment Services, Bank of the West, Valic Financial Advisors, Chase Investment Services, and Wamu Investments. 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, utilizing various investment strategies and advisor support tools.

Christopher Malmborg is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, he worked at several companies including ChirpShop and Sony Music Publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.