Campbell, CA E Hamilton Ave Office

Brian Hsieh is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He previously operated his own firm, Brian V Hsieh Inc, and was involved with Marquez & Hsieh, LLC. Outside of his advisory work, he has served in youth sports organizations, including the Santa Teresa Little League and Almaden Valley Youth Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research, incorporating both discretionary and non-discretionary management approaches.

Sirivanh Harris is a CFP®-certified financial advisor with 17 years of industry experience, currently with LPL Financial since 2021. Prior to joining LPL Financial, Harris held roles at Waddell and Reed, Los Gatos Power Partners, and various insurance carriers. Harris has been involved in non-variable insurance and operates a business entity for tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary investment management supported by comprehensive research and model portfolios.

Cheryl Marquez is a CFP® professional with 37 years of experience in the financial industry. She is currently with LPL Financial and has held prior roles with Monterey Zoo, Cheryl L Marquez Inc, Marquez & Hsieh, LLC, various insurance carriers, and Waddell & Reed, Inc. She has been active in several business entities outside her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Katie Bogue is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Waddell & Reed Inc. and Marquez Hsieh Group. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

David Lytle is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he spent a decade with Waddell & Reed, Inc and various insurance carriers through W & R Insurance Agencies. He also maintains activities as an insurance agent specializing in life and long-term care insurance. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.