Mission Viejo, CA Puerta Real Office

Isaiah Morse is a financial advisor at LPL Financial in Mission Viejo, CA, holding Series 65 and Series 63 licenses. He began his career at LPL Financial in 2026 following several years of full-time education and diverse prior work experience including roles at Casa Italia Inc., Pledge Star, Chipotle, and Rubios Coastal Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement plan consulting, and brokerage services supported by strategic and tactical model portfolios and research.

Sumit Sharma is a CFP® professional with 14 years of industry experience, currently with LPL Financial since 2024. His prior experience includes roles at United Planners Financial Services, Falcon Wealth Planning, Deloitte, Morgan Stanley, Citigroup, Merrill, Bank of America, and AXA Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios supported by extensive research and technology.

Frank Amelio is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 designations and possessing 40 years of industry experience. He has been with LPL Financial since 2013 and concurrently worked with Focus Investment Advisors from 2013 through 2025. 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, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and multiple investment strategies.

Caleb Russell is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior work includes nine years at Wedbush Securities Inc and two decades with various insurance carriers. He is based in Mission Viejo, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research and technologies.

Norbert Garcia is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc., TGL Holdings, LLC, and World Financial Group. 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 and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Matthew Pusateri is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc., TD Ameritrade, and Sang Guys. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.