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Elio M
Series 66
Ventura, CA
LPL Financial
Elio Martinez is a financial advisor with LPL Financial in Ventura, CA. He holds a Series 66 designation and has been with LPL since 2025. Prior to his career in financial advising, his work history includes roles at Madewell, PacSun, Urban Outfitters, and other retail and service positions. 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 advisory programs, financial planning services, and retirement plan consulting, supporting both discretionary and non-discretionary management with resources including model portfolios and research.
Gabriel S
Series 66
Ventura, CA
LPL Financial
Gabriel Swan is a financial advisor with LPL Financial in Ventura, CA, holding a Series 66 credential and 14 years of industry experience. He previously worked at Western International Securities, Ameritas Investment Corp., and PHP Agency, and he operates Swan Retirement Planning. Outside of advisory work, he is involved in Flying Axe Distillery LLC, an entity established to secure the distillery's trademark. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
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