Newport Beach, CA 620 Newport Center Dr Office

Matthew Holbrook is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked for Unionbanc Investment Services from 2004 to 2023. Holbrook operates a DBA, Coastline Wealth Advisory, related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Shayne Olsen is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Merrill and Bank of America, N.A., and earlier held roles at Farmers and Merchants Bank of Long Beach and Verizon Wireless. He holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Saul Sandoval Franquez is a financial advisor with LPL Financial and holds a Series 66 credential. He has four years of industry experience, including prior roles at Bank of America and Merrill. His background also includes positions at Tesla and Starbucks Coffee Company. 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, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management strategies supported by research and various portfolio management tools.

Frank Uxa is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 designation and 16 years of industry experience. His career includes prior roles at Morgan Stanley, Wells Fargo, and Northwestern Mutual. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Zachary Alario is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Financial in Newport Beach, CA, having previously spent 10 years at Edward Jones. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Stellini is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones for four years and has a background in construction with Mark Scott Construction Inc. and Dome Construction. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, research, and various technology-driven investment strategies.

Marcus Alexander is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. He is based in Newport Beach, CA. 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sean Oriotis is a financial advisor with LPL Financial in Newport Beach, CA. He holds the Series 66 designation and has experience working at firms including Goldman Sachs & Co. LLC and Ameriprise. Outside of finance, he has worked in various roles including at Chapman University and in pressure washing services. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.