Adeline Bellot is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 designation and nine years of industry experience. She has been associated with LPL Financial since 2015 and also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations across a national network. The firm offers a range of financial planning and advisory programs, with both discretionary and non-discretionary management supported by various model portfolios and research resources.

Gregory Yuen is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017, following seven years at Cuso Financial Services. 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.

Thomas Cochran is a financial advisor with LPL Financial, holding a Series 63 designation and having 41 years of industry experience. He previously worked at BancWest Investment Services for 27 years and joined LPL Financial in 2023. Outside of his advisory role, Cochran is employed part-time with the Civil Service Commission in San Jose. 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 variety of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Valerie Harrison is a financial advisor at LPL Financial with 40 years of industry experience, including over 30 years at LPL. She holds a Series 63 designation. In addition to her advisory role, she is involved in selling non-variable insurance products such as term life and long-term care policies through an affiliated entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Wenjun Yang is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with IntoWealth Insurance Services, an insurance agency. 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. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Penelope Kim is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 designation and two years of industry experience. She previously worked at UBS Financial Services and Wells Fargo Bank. Outside of advising, she is involved as an In-Home Supportive Services provider and participates in a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Fred Abajelo is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Prior to that, he was with Cetera and Technology Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with access to research, model portfolios, and both discretionary and non-discretionary management options.

Samineh Shaeghi is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. She is currently with LPL Financial and has previously worked at Bancwest Investment Services, Inc. since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various model portfolios, research sources, and technology-driven approaches.

Pamela Flournoy is a CFP®-designated financial advisor with LPL Financial in San Jose, CA, where she has worked since 2007. She has 22 years of industry experience. Outside of her advisory role, she is involved with Cammarano Insurance Services, where she sells non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, financial planning, retirement consulting, and brokerage services. The firm offers both discretionary and non-discretionary portfolio management featuring model portfolios and third-party research.

Johnpaul Lonardo is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked with LPL Financial since 2012 and previously served at PFG Advisors and Mariner Independent Advisor Network. He also provides investment advisory services through Mariner Independent Advisor Network LLC, an independent registered investment advisor. 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 range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.