Jonathan Gervais is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at HSBC Bank USA N.A. and HSBC Securities USA Inc. He is also currently associated with BMO Harris Bank. 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 wide range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various institutional solutions.

Steven Shieh is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at BMO Harris Bank and Moss Adams. Outside of his advisory work, he is involved with JDA TSG Tax in a part-time capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.