Newport Beach, CA 5000 Birch St Office

Ramilo Reyes is a financial advisor at LPL Financial in Newport Beach, CA, holding a Series 66 designation with five years of industry experience. He has worked at Pence Capital Management and Pence Wealth Management since 2021 and previously spent three years with Capital Group Companies. Reyes also provides administrative support for Pence Capital Management LLC, an independent investment advisory firm. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Ian Venzon is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 credential and eight years of industry experience. He has worked at LPL Financial since 2018 and also provides administrative support to Pence Capital Management, an independent registered investment advisor firm. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of advisors utilizing discretionary and non-discretionary strategies.

Jeanne Juricka is a financial advisor at LPL Financial with 22 years of experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Beacon Pointe Advisors, JP Morgan Chase Bank, Stephen A. Kohn and Associates, CONCERT Wealth Management, and TD Ameritrade. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chad Krieg is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been associated with LPL Financial since 2006 and also provides administrative support to Pence Capital Management, an independent investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and delivers services through a large network of investment adviser representatives.

Jeffrey White is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 designation and possessing 10 years of industry experience. He has worked at LPL Financial since 2013. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.

Macallan Dalphy is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial in 2025, Dalphy was affiliated with Northwestern Mutual Wealth Management Company and several investment services firms from 2022 to 2025. 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 advisory and brokerage services through a large network of investment adviser representatives, providing access to a wide range of investment strategies and institutional platforms.

Andrew Odish is a CFP® professional affiliated with LPL Financial, based in Newport Beach, CA, with 15 years of industry experience. He has worked at firms including Merrill, Bank of America, U.S. Bank, Wells Fargo, and J.P. Morgan Securities. 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 advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Reuben Abraham is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Capital One. 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 access to third-party asset managers, supported by a large network of investment adviser representatives.

Garrett Backus is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 license and one year of industry experience. His prior roles include positions at Pence Capital Management, Wealth Optimization Network, and Citi. Outside of finance, he has been involved with Awestruck Ciders. 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 financial planning and asset management services through a large network of advisors, utilizing various strategies and technology tools to support client portfolios.

Ali Arik is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. He has been associated with LPL Financial since 2012 and manages Pence Capital Management and Pence Wealth Management. Arik provides administrative support to Pence Capital Management, an independent advisory firm. 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 financial services including planning, model portfolios, and institutional platforms, supported by advisor-facing technology and oversight of over $819 billion in discretionary assets.

Ryan Martin is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL in 2025, he worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, he is involved with Ayni Development Group, an e-commerce business based in Del Mar, 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eric Squires is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, he is involved with Squires Wealth Management Group, LLC, a business entity for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and significant discretionary assets under management.

Natalie Adams is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill for 11 years before joining LPL Financial. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party subadvisors.

Eric Ordinario is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Merrill and Bank of America for nine years. Ordinario is involved with Ordinario Wealth Management Group, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dina Fargalla is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 credentials and has provided administrative support to Pence Capital Management, an independent investment advisor firm. 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 wide array of advisory and brokerage services through a large network of investment adviser representatives, employing various investment strategies and technology tools while overseeing substantial discretionary assets.