Justin Wright is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. for five years and has been employed at Castlewood Country Club since 2004. 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, supporting advisors with research and operational tools.

Jonathan Barr is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Transamerica Financial Advisors and Wfg. Barr is associated with Solutions Wealth Management, an investment-related business affiliated with his LPL practice. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment options.

Robert Min is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL, he worked at MML Investors Services, LLC, MassMutual Life Insurance Company, and Bbsi. Outside of his advisory role, Min is involved with Jackson Hewitt providing tax preparation services and is engaged in trust and estate planning through Solutions Wealth Management. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third‑party subadvisors, and customized strategies supported by advanced operational tools.

Michael Caulkins is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial (formerly Linsco Private Ledger) since 2005. Outside of his advisory role, he operates a DBA called Solutions Wealth Management. LPL Financial is a national broker-dealer and SEC-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 and model portfolio programs, and supports advisors with research tools and diverse investment strategies.

Paula Allen is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at LPL Financial since 2017 and previously was employed at Transamerica Financial Advisors, Inc and WFG. Outside of advising, Paula operates a tax preparation and accounting service as a CPA. 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, supported by a large network of investment adviser representatives.