Riverside, CA Office

Jamil Dada is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He has worked at LPL Financial since 2008 and concurrently serves as Vice President of Investment Services at Provident Bank. 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 range of financial planning and investment services, including model portfolios and institutional platforms, with a focus on providing customizable strategies through a large network of advisors.

Ethan Mc Donald is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Wealth Enhancement Advisory Services, The Retirement Group, and several other organizations. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered by a large network of investment adviser representatives.

Laura Richards is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. She previously worked at Bank of America and Merrill, accumulating extensive experience at each firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies.

John Barnes is a financial advisor with LPL Financial in Riverside, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with LPL Financial since 2017 and has prior experience at AT Center Inc. Outside of his advisory role, Barnes is involved with Trilogy Financial Services Inc., which provides non-variable insurance products. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide array of investment strategies with operational and research tools.

Paul Castro is a financial advisor with LPL Financial in Riverside, CA, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Cetera, UnionBanc Investment Services, and an 11-year tenure at Caliber Picture Framing. He is involved in several business activities outside of advisory work, including an insurance agency and tax and accounting services. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions and supports advisors with advanced research and operational tools.