Del Mar, CA Office

Geoffrey Lemoine is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Cetera Financial Specialists. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Susan Bowers is a CFP® professional with eight years of industry experience, currently advising at LPL Financial. She previously worked at Seapoint Wealth Advisors LLC and AlphaCore Capital LLC, and has been involved with the Future Legends Scholarship Fund. Outside of her advisory role, she is associated with Red Grass Partners Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Giancarla Ferrara is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and has worked at notable firms including Morgan Stanley, UBS Financial Services, JP Morgan Chase, and RBC Capital Markets. Giancarla is based in Del Mar, CA. LPL Financial is a national firm serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified and alternative investment strategies.

Jennifer Mitchell is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2024, she worked for ten years at Poway Unified School District. 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 and financial planning services, utilizing model portfolios and research from multiple sources and providing both discretionary and non-discretionary management options.

Matthew Warter is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Russell Investments and CalPro Network Financial Services. Outside of his advisory role, he is involved with Swell Wealth Management, a non-investment-related business entity. LPL Financial serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.

Scott Sutherland is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. He serves as a trustee for a family scholarship fund in San Diego. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Chad Taylor is a Certified Financial Planner (CFP®) with 27 years of industry experience. He currently works at LPL Financial and previously spent eight years at UBS Financial Services. He serves as a trustee of the Taylor Living Trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities. The firm provides a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by internal and third-party research.

Theresa Houle is a financial advisor with LPL Financial in Del Mar, CA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior roles include positions at PlanMember Securities Corporation and CalPro Network Financial Services. Houle has been self-employed since 2015 and is involved in a non-investment business entity for tax and investment purposes. 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, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Kevin Linggi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.