San Diego, CA Office

Garrett Imeson is a CFP® with 17 years of industry experience, currently associated with LPL Financial since 2024. He spent 15 years at Edward Jones prior to joining LPL. Outside of his advisory role, he is involved in coaching youth baseball and hosts a podcast titled "Grounded in Love." 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Ulshafer is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cambridge Investment Research Advisors, Morgan Keegan & Company, A. G. Edwards & Sons, and Prudential Equity Group. 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 both proprietary and third-party strategies, supported by advisors through technology and research tools.

Max Hangartner is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2015 and previously held roles at U.S. Bancorp Advisors, Chase Investment Services Corp., and Wamu Investments. 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 large network of investment adviser representatives.

Erik Anderson is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wamu Investments, Inc. and UBS Financial Services. 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, third-party asset management, and institutional platforms.

Matthew Lucadano is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He has been with LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of platforms and strategies, including financial planning, model portfolios, and institutional services, supported by a large network of investment adviser representatives.

David Mcquade is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for 22 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by extensive operational and research tools.

Kevin Mcsweeny is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill from 2003 to 2012 and Stratos Wealth Partners from 2012 to 2019. He has been with LPL Financial since 2012. 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 and access to third-party asset management, utilizing a variety of investment strategies supported by research and technology tools.

Donald Hankins III is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and over 39 years of industry experience. He has been with LPL Financial since 1986. Outside of his advisory role, he is involved in tax preparation and accounting, providing California and federal income tax return services. 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 financial planning, asset management, and retirement advice services through a large network of investment adviser representatives.

Danial Lopez is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 41 years of industry experience. His prior roles include positions at UnionBanc Investment Services, Wells Fargo Clearing, and Banc of America Investment Services. He is based in San Diego, CA. 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 model portfolio programs, and supports advisors with technology tools while overseeing more than $819 billion in discretionary assets.

Lawrence Potomac is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with LPL Financial since 2009 and previously spent 14 years at Financial Insight Corporation. 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, third-party asset management, and institutional platforms.

Don Adrian Ventura is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., Independent Capital Management, and Ameriprise. He is also involved with Independent Capital Management, Inc. in a non-variable insurance capacity. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a broad suite of financial products.

Shanel Dubique is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, she worked at CUSO Financial Services, LP and First Command Financial Planning, Inc., among other related firms. 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 management solutions, including model portfolios, third-party asset management programs, and institutional platforms.

Gary Soble is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial for 33 years and has been involved as a USANA distributor since 1995, earning residual income from that nutritional sales network marketing activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Tyler Tong is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at James Haug, Nina Peles Inc, East Village Tax, various insurance carriers, and Waddell & Reed. Outside of advisory work, he is the owner of East Village Tax and serves as a quality review lead at Intuit in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm supports a wide range of investment approaches and integrates various operational and research tools while overseeing substantial discretionary assets and a large advisor network.

Christopher Kemp is a financial advisor with LPL Financial in San Diego, CA, holding the Series 66 designation and 14 years of industry experience. His prior roles include positions at OSAIC, FSC Securities Corporation, and Merrill. Outside of financial advising, he serves as CFO of a children's gymnastics center and is developing a budgeting education service. 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 broad range of advisory and brokerage services supported by extensive advisor tools and a diverse platform of investment strategies.