La Jolla, CA Fay Avenue Office

Shari Miller is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. She has been with LPL Financial since 1992. Outside of her advisory work, Miller is involved with Sun Marine Holdings, a privately held business entity. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Lisa Yang is a financial advisor with LPL Financial in La Jolla, CA, holding a Series 66 designation and 9 years of industry experience. She worked at the University of California, San Diego for one year before joining LPL Financial, where she has been since 2014. Yang is involved with Symbio Financial Partners, an entity related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both internal and third-party sources.

Christine Day Reyes is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at UnionBanc Investment Services and MUFG Union Bank. Outside of advising, she is involved in a family business, New Millennium Courier Service, Inc., where she serves as an accounts receivable specialist. 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, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Mackay is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Advisors for 11 years. Outside of his advisory role, he is involved with Advisors Choice Insurance Brokerage Services as an external advisor. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Heath Haggerty II is a financial advisor at LPL Financial with one year of industry experience. He also operates HJH Professional Services, Inc., doing business as Pacific Beach Tax Center, a tax service business he has been involved with for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, model portfolios, and retirement plan consulting.

Daniel Racicot is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Before joining LPL Financial in 2024, he worked for Wells Fargo Advisors from 2013 to 2024. He is also the owner of Wire to Wire LLC, a non-investment-related business based in San Diego. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Perry Bacon Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for 11 years. In addition to his advisory role, he serves as president of two insurance-related businesses, Lion Street and My Advisors Choice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing a range of model portfolios and research resources.

Joseph Maier V is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previously worked at The Vant Group and R.J. Kates Company. 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, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Jessica Konig is a financial advisor at LPL Financial based in La Jolla, CA, holding a Series 66 designation with no prior industry experience. Her work background includes roles at GameStop and Symbio Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and multiple management approaches.

David Wiley is a financial advisor with LPL Financial in La Jolla, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Advisors, SharesPost Inc., and the University of San Diego. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Blake Dorvillier is a financial advisor with LPL Financial in La Jolla, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Jones Lang LaSalle and multiple positions at the University of Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

George Dorvillier is a financial advisor with LPL Financial in La Jolla, CA, holding Series 63 and Series 66 licenses and possessing 35 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 1997. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.