James Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., Ameriprise, and various insurance carriers. Wong has also operated a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a network of over 22,800 advisors.

Christopher Olson is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at VectorUSA, Relocity, Inc., Data Analysis Inc., and Kforce Inc. Olson operates JW Financial Strategies as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Miller is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His career includes positions at Morgan Stanley and Waddell & Reed, Inc. He is based in Torrance, CA. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Devon Uy is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and three years of industry experience. He is concurrently affiliated with LifePoint Wealth Management Inc and has an outside role at Dragonfly Thai. 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 portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Linda Klugman is a financial advisor with LPL Financial in Torrance, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has held various roles including positions with Waddell & Reed and Wells Fargo Clearing. Klugman is active in her community with leadership roles such as treasurer for Temple Emet and auditor for the Redondo Beach PTSA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

James O'Grady is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 credential and 20 years of industry experience. His prior work includes roles at Merrill and Banc of America Investment Services. He also operates under the DBA Braemar Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of advisors and advanced research tools.