Gina O’Callaghan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at LPL Financial since 2025 and concurrently provides wealth management services at Ventura County Credit Union, where she has been active since 2012. She also has experience with Cuso Financial Services, LP from 2012 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research, employing both discretionary and non-discretionary management strategies.

David Kanongataa is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked with several firms, including a lengthy tenure at CUSO Financial Services, LP, and currently serves in a wealth management role at Ventura County Credit Union in addition to his position at LPL. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.