Huntington Beach, CA 7561 Center Ave Office

Melanie Carvalho is a Series 66 licensed financial advisor with LPL Financial, based in Huntington Beach, CA, and has two years of industry experience. Her prior work includes roles at Securities America and Seven Gables Real Estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad network of advisors, offering financial planning, model portfolios, and third-party asset management with a focus on both discretionary and non-discretionary strategies.

Kyle Paterik is a Series 66-licensed financial advisor with 20 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles at Securities America Advisors, National Planning Corporation, and Thrivent Investment Management. He is also involved in tax preparation and accounting services through Spark Financial LLC. 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 portfolios, third-party asset management, and institutional platforms.

Vincent Jacobs is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years and Anchor Loans for one year. Jacobs is also involved in mortgage and real estate services as a real estate agent in Long Beach, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Donny Takemoto is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Inc. and National Planning Corporation. Outside of his advisory work, he is also licensed as a non-variable insurance agent. 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 financial planning and investment management services through a large network of advisors, employing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Daniel Cairo is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, and National Planning Corporation. He is also the author of the investment-related book *Own Your Future*. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, and institutional platforms, combining advisory services with a broad range of financial activities and oversight of significant discretionary assets.

Richard Rustin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Securities America Advisors and Securities America Inc. from 2017 to 2021, National Planning Corporation from 2010 to 2017, and Woodbury Financial Services, Inc. from 2005 to 2010. Outside of his advisory work, he is involved in buying and selling sports and movie collectibles as well as non-fungible tokens. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and extensive non-advisory financial activities.

Margaret Sheldon is a CFP® with 35 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Her prior experience includes positions at Securities America Advisors and National Planning Corporation. She has also operated Sheldon Office Services for over three decades. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management programs and supports its advisors with various research and operational tools.