Irvine, CA Office

Jennifer Ahern is a financial advisor at LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with LPL Financial since 2002 and previously worked at Citigroup Global Markets from 1999 to 2002. Outside of her advisory role, Ahern serves as president of the charity Opportunities for Orphans. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Michelle Vu is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Securities Service Network and First Allied Securities, Inc. since 2018, she has been associated with LPL Financial. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms while utilizing various advisory tools and strategies.

Craig Wong is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and The Elite Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Azad Rad is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Technology Credit Union. Outside of his advisory work, he is involved with several real estate rental ventures. 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, and institutional platforms, with advice provided primarily through its network of investment adviser representatives.

Ryan Gallo is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Merrill, Cuso Financial Services, and the Credit Union of Southern California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and utilizing research and technology tools.

Ralph Glasgow III is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 66 licenses and 42 years of industry experience. His prior work includes roles at Securities America Advisors, Mass Mutual Investors Services, and MSI Financial Services. 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.

Robert Errico is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2006. Prior to joining LPL, he worked at Ameriprise from 1997 to 2006. His other business activities include offering non-variable insurance products such as whole life, term insurance, fixed annuities, long-term care, and disability insurance. 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 institutions. The firm offers a range of financial planning and asset management solutions and supports its large network of advisors with technology and operational resources.

Imar Rodriguez is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he serves as the main point of contact for the firm's most affluent clients. He provides tailored guidance and assists clients in maintaining a holistic view of their wealth for effective planning. If necessary, he connects clients with Fidelity professionals to offer comprehensive support. Mr. Rodriguez has extensive experience in the financial services industry, having held roles such as Partner and Managing Director Private Wealth Advisor at Snowdenlane Partners from 2015 to 2024, Assistant Vice President International Financial Advisor at Merrill Lynch from 2010 to 2015, and Financial Advisor positions at JP Morgan Chase and Wells Fargo Investments between 2007 and 2010. He began his career as a Financial Planning Consultant at Fidelity Investments from 2000 to 2007. He holds a California Insurance License. Outside of his professional work, Mr. Rodriguez has interests in fitness, running, scuba diving, soccer, and traveling.