Yakima, WA N 16th Ave Office

David Ellis is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked with Ameriprise and Ameriprise Financial Services. Ellis provides investment advisory services through Financial Advocates Investment Management, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by LPL Research and third-party subadvisors.

Karen Esquivel is a financial advisor with LPL Financial in Yakima, WA, holding a Series 66 license and four years of industry experience. Her prior work includes positions at Financial Advocates Investment Management and US Bank. She is also a notary in the State of Washington and provides administrative support to Integrity Wealth Advisors, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Morrison is a financial advisor with LPL Financial in Yakima, WA, holding a Series 66 credential and possessing 14 years of industry experience. He has worked at firms including Waddell & Reed and Financial Advocates Investment Management, where he continues to provide administrative support. Outside of his advisory role, Morrison develops and sells collectible playing cards through his business, Curio Playing Cards. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Todd Homer is a financial advisor with LPL Financial in Yakima, WA, holding Series 63 and 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2017 and also provides investment advisory services through Financial Advocates Investment Management. Outside of his advisory work, he has involvement in business entities including Homer Inc. and TRMR LLC. 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, and brokerage services, with access to model portfolios and research from multiple sources.

Morris Brack is a Series 66 licensed financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and also provides investment advisory services through Financial Advocates Investment Management, an independent registered investment advisor. Prior to joining LPL Financial, he worked at Ameriprise Financial Services. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.