Daniel Rearick is a financial advisor with LPL Financial based in Santa Ana, CA. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining LPL Financial in 2022, he spent 15 years with CUNA Brokerage Services, Inc. and has been associated with SchoolsFirst FCU since 2004, where he also serves as Senior Vice President. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Rene Michel is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience at SchoolsFirst FCU, Mercy House, Home Depot, and Loara High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolio programs, supported by technology and a large network of advisors.

Pedro Ureno is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing seven years of industry experience. He has previously worked at CUNA Brokerage Services and has been associated with SchoolsFirst FCU since 2015. 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 including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ignacio Guzman is a financial advisor with LPL Financial in Santa Ana, CA, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Cuna Brokerage Services Inc., SchoolsFirst FCU, Union Bank, TA Equipment Finance, and Lids Sports Group. He is also involved with SchoolsFirst FCU in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Cristian Lopez is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked for CUNA Brokerage Services for 10 years and serves as an Assistant Manager at SchoolsFirst FCU, where he has been employed for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erik Brickel is a financial advisor with LPL Financial based in Santa Ana, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years before joining LPL Financial and SchoolsFirst FCU. Brickel is also commissioned as a notary in the state of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs and supports advisors with advanced operational and research tools.

Cassra Mashkouri is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at institutions including JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. Mashkouri is also a licensed notary and has been affiliated with SchoolsFirst Credit Union since 2019. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Habib Habibi is a financial advisor at LPL Financial in Santa Ana, CA, holding Series 63 and Series 65 designations with three years of industry experience. His prior roles include positions at SchoolsFirst Federal Credit Union and UC Regents. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive advisor tools and a broad non-advisory financial services platform.

Flavio Hernandez is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2022, following five years at CUNA Brokerage Services, Inc. He is also associated with SchoolsFirst FCU, where he has served in a retirement plan representative role since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a network of advisors utilizing both proprietary and third-party strategies.

Tazia Paredes is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her background includes roles at SchoolsFirst FCU, LPL Financial, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. 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 management services through a large network of advisors, employing strategic, tactical, and alternative investment options supported by advanced research tools.

Michelle Garcia is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked at SchoolsFirst Federal Credit Union since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party managers, and institutional platforms.

Craig Floerke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with SchoolsFirst Federal Credit Union since 2012 and was previously associated with CUNA Brokerage Services, Inc. His practice is based in Santa Ana, CA. 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 large network of investment adviser representatives.

John Andersen is a financial advisor with LPL Financial in Santa Ana, CA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His background includes five years with J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he manages a real estate rental business in Santa Ana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing various investment strategies and technology tools.