Joshua Goldsmith is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial and leading Goldsmith Financial Corp since 2012. He holds a Series 66 license and operates out of Temecula, CA. Outside of his advisory work, he has entrepreneurial involvement in apparel sales through his home-based business, Poker Gods, and occasional employment as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers comprehensive financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven strategies.

Richard Mitchell Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2014. He also holds a role with San Diego County Credit Union and is involved with SDCCU Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Dejan Tasich is a financial advisor with LPL Financial in Temecula, CA, holding a Series 66 license and with 24 years of industry experience. He has been with LPL Financial since 2011 and concurrently works with San Diego County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Richard Duby is a financial advisor with LPL Financial in Temecula, CA, holding Series 63 and Series 65 designations and having 28 years of industry experience. He has been with Linsco/Private Ledger Corp., which merged with LPL Financial, since 2004. In addition to his advisory work, he is involved with outside sales of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research, model portfolios, and various investment management options.

John Ayala Sr. is a Series 66 licensed financial advisor with LPL Financial, based in Temecula, CA, and has 16 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, he is co-owner and COO of Ignite Human Capital, a staffing-related business. 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 financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to research and model portfolios.