Eric Anderson is a financial advisor with Merrill in La Mesa, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2008. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by tax-focused investment strategies.

Nicholas Kolata is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He previously worked at Bank of America (Merrill Lynch), Priority Financial Group, and MUFG Union Bank. He is based in Chula Vista, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Antoniadis is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Edward Jones and managed Princess Pub for 12 years alongside her advisory career. 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 broad range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Peggine Tellez is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at firms including Securities America Advisors, Voya Financial Advisors, and Edward Jones. In addition to her advisory role, she is also a licensed insurance agent selling term, whole life, and long-term care insurance. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jackson Montgomery is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Interactive Brokers LLC and LPL Financial. His background also includes roles outside finance, such as working for Pizza Hut and involvement with the Cal South Soccer Organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jacob Bauchmann is a CFP® and CFA® with 14 years of industry experience. He has been affiliated with LPL Financial since 2011. Outside of advisory work, he provides bookkeeping and videography services for his wife's family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

David Harding is a financial advisor with Edward Jones in San Diego, CA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Stave Apps for one year. Outside of advising, he owns and maintains rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Marcos Mendoza is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Minnesota Life Insurance Company, Tax & Financial Group, Securian Financial Services, and Automatic Data Processing (ADP). Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Austin Sandoval is a financial advisor at Merrill with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial and Bank of America. Outside of finance, Sandoval has experience in the hospitality sector, including roles at Le Papagayo and Belly Up Tavern. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brooke Sorchy is a CFP® certified financial advisor with LPL Financial, based in La Mesa, CA, and has four years of industry experience. Her work history includes roles at LPL Financial, MW Asset Management, Michelle Warner Real Estate, and Einstein Bagels. She also spent 17 years working in education. 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.

Brett Morris is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and TIAA-CREF. He serves as a housing board member for the Cowlitz Indian Tribe, reviewing housing assistance needs for tribal members. Charles Schwab & Co., Inc. provides wealth management services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary managed accounts with a multi-asset investment approach.

Manuel Horner is a financial advisor with Ameriprise in Chula Vista, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Cuso Financial Services and North Island Credit Union. Outside of his financial advisory work, he serves as a basketball referee. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Jessica Hardy is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cetera since 2019, following prior roles at Foresters Financial Services and Foresters Advisory Services. Outside of her advisory work, she serves as the 2nd Vice President of Education for Curie Elementary PTA and volunteers with the PTA Garden Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Heather Gabbara is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, including roles at JPMorgan Chase Bank, N.A. since 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Tito Gutierrez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Francisco Davila is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2013 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Ryan Umbenhaur is a financial advisor with Edward Jones in La Mesa, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at PNC Bank, BBVA Bank, and Comerica Bank. He serves as a board member for the Lake Murray Terrace Condominium Association in Santee, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Genie Lebay Short is a financial advisor with Osaic Wealth, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Osaic in 2023, she worked for Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she is a certified Citadel Estate Planner, referring clients for estate planning services. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and retirement consulting, employing tools such as asset-allocation models and automated rebalancing to construct customized portfolios.

Sung Hoon Pyon is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Morgan Stanley, E*Trade Securities, TD Ameritrade, Merrill, MassMutual Investors Services, and Northwestern Mutual Investment Management. Outside of finance, he owns Grillsimply.com, a blog focused on grilling and smoking meats. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm delivers holistic, goal-based financial analyses and offers clients the option to combine planning with managed accounts under a consolidated billing service called WealthPlan, while keeping planning and portfolio management services separate.

Angelica De Leon is a financial advisor at Fidelity with 16 years of industry experience and a Series 66 designation. She has worked at Fidelity Investments since 2022, following six years at Wells Fargo Advisors and brief roles at Bank of America and another firm in 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, with oversight controls and use of algorithmic and AI-driven processes.