Salem, OR Cornucopia St NW Office

York Mendoza is a Series 66-registered advisor with LPL Financial, based in Salem, OR, with two years of industry experience. He has worked previously at Ameriprise, SAGEPOINT FINANCIAL, and Pearson Financial Group. Mendoza has a background that includes both financial advisory roles and time spent traveling and playing soccer. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

David Wright is a financial advisor with LPL Financial in Salem, Oregon, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2015, including a role at Financial Freedom Wealth Management Group from 2015 to 2017. Wright is a principal at Financial Freedom Wealth Management Group, LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Daryl Bernardio is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 credential and has worked in various roles including positions in hospitality and education before joining LPL Financial. Bernardio has also been involved with The Gate Youth Association. 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 investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

Allison Forman is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at Financial Freedom Wealth Management Group and TrueHitt Company. 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, including discretionary and non-discretionary management supported by model portfolios and research.

Chad Wright is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Merrill, Bank of America, and Wells Fargo Bank. Outside of his advisory role, Wright serves as an account servant for the North Albany Congregation of Jehovah's Witnesses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.