Daniel Rearick is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2022 and maintains concurrent roles at Cuna Brokerage Services, Inc. and SchoolsFirst FCU. Additionally, he serves as Senior Vice President at SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diverse investment strategies.

Rene Michel is a financial advisor with LPL Financial based in Santa Ana, CA. He holds a Series 66 designation and has been with LPL Financial since 2024. Prior to this, he worked at SchoolsFirst FCU, Mercy House, Home Depot, and Loara High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Pedro Ureno is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Prior to that, he has been associated with CUNA Brokerage Services, Inc. and SchoolsFirst FCU, where he also serves as an advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ignacio Guzman is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cuna Brokerage Services, SchoolsFirst FCU, Union Bank, TA Equipment Finance, and Lids Sports Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Cristian Lopez is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2019. Lopez also serves as Assistant Manager at SchoolsFirst FCU, a role he has held since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

Erik Brickel is a financial advisor at LPL Financial with 15 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years and has been with LPL Financial and SchoolsFirst FCU since 2023. He holds Series 63 and Series 66 licenses and is a commissioned notary in the State of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Cassra Mashkouri is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. She also serves as a licensed branch employee for SchoolsFirst Credit Union and acts as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.

Habib Habibi is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and three years of industry experience. He has worked at LPL Financial since 2022 and is also affiliated with SchoolsFirst Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Flavio Hernandez is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with CUNA Brokerage Services, Inc. and SchoolsFirst FCU. Hernandez is also involved as a Retirement Plan Representative at SchoolsFirst FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michelle Garcia is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2022 and has over 20 years of experience with SchoolsFirst Federal Credit Union, where she remains active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Craig Floerke is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves as a financial advisor at SchoolsFirst Federal Credit Union and CUNA Brokerage Services, Inc. since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research, third-party subadvisors, and technology-driven solutions.

John Andersen is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at JPMorgan Chase Bank and JPMorgan Securities. Andersen is also involved in real estate rental activities under his own DBA in Santa Ana, California. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.