Redlands, CA 300 E State St Office

Danny Payne is a financial advisor with LPL Financial in Redlands, CA, holding Series 63 and Series 66 licenses. He has 24 years of industry experience, including 14 years at National Planning Corporation before joining LPL Financial in 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven portfolio management.

Tyler Waner is a financial advisor with LPL Financial in Redlands, CA, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked with LPL Financial since 2018 and previously was employed at the University of Arizona and The Homestead. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Neal Waner is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2017. His prior experience includes 14 years at National Planning Corporation and 26 years at Stout & Waner. He serves as Chair of the San Bernardino County Employees' Retirement Association Board and is running for public office on the San Bernardino County School Board in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, retirement plans, 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 supported by proprietary and third-party research.

Carly Lambeth is a financial advisor with LPL Financial, holding a Series 66 designation. She has been in the industry since 2025 and has prior experience working at Thrivent Financial and Retirement Wealth Group Inc. Before entering the financial sector, she spent two years involved with Ponte Winery and Family Estates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven investment strategies.

Edgar Gonzalez is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. His prior experience includes roles at Maupin Financial Advisors and XPO Logistics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and diversified investment strategies.

Frederick Woolley is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial. His career includes previous roles at Western International Securities, Inc., Financial West Group, and Manufacturers Life Insurance Company. Woolley also maintains a non-variable insurance agent role alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

David Maupin is a financial advisor with LPL Financial in Redlands, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with LPL Financial since 2009 and has worked at Associated Securities Corp. since 1984. Outside of his advisory role, he operates Maupin Financial Services as a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Carolyn Matson is a financial advisor with LPL Financial in Redlands, CA, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at LPL Financial since 2017 and previously at National Planning Corporation. Matson serves as a Member at Large for the Steven G. Mihaylo Big Bear High School Education Foundation and is co-owner of Matson Development Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.