Mission Viejo, CA 26141 Marguerite Pkwy Office

Arthur Felix is a financial advisor with LPL Financial in Mission Viejo, CA, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His prior experience includes roles at Ameriprise and J.P. Morgan Securities. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various management approaches.

Josh Hanlin is a financial advisor with LPL Financial in Mission Viejo, CA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of model portfolios, research, and technology-driven solutions.

Stephen Mc Guirk is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Ameriprise and Edward Jones. His other business activities include involvement with Amplify Wealth Management, a DBA for his LPL business. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by comprehensive research and diversified investment strategies.