Bridy Oreshack is a financial advisor with LPL Financial, holding a Series 66 credential and 23 years of industry experience. His prior career includes 16 years at Mass Mutual Investors Services and Massmutual Life Insurance Co. He is also involved with Ingenieux Consulting LLC, a non-investment-related business. 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 advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning, portfolio management, and institutional platforms.

Troy Darrock is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, and Edward Jones. He also has experience in the retail sector, having worked at Pura Vida Bracelets and Clae Footwear. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Samantha Zetouna is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mahmoud Abdelhalem is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2008, following four years at Ameriprise. Outside of his advisory work, he is also an artist and may sell his original artwork in the future. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both proprietary research and technology tools.

Michael Swain is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with Swain Wealth Management, which focuses on fixed term life, whole life insurance, fixed annuities, and health insurance. LPL Financial is a national broker-dealer and 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 advanced operational tools and a network of over 22,800 advisors.

Kevin Liu is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SAGEPOINT FINANCIAL since 2012 and at INDEPENDENT CAPITAL MANAGEMENT from 2012 to 2023. Outside of advisory work, he is involved in mortgage brokerage and estate planning referral services through other business activities. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services via a large network of advisers. The firm utilizes firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, and it supports both discretionary and non-discretionary account management.

Steven Cannon is a financial advisor with Osaic Wealth, Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Lincoln Financial Advisors for 23 years before joining Osaic in 2025. Outside of his advisory role, he serves as a successor trustee for the Carol A Cannon Trust and is licensed as an insurance agent offering disability insurance, fixed/indexed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services and employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios across various asset classes.

Arturo Ramirez is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm. He has four years of industry experience and is based in El Cajon, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Misty Lavin is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investments, delivering services on a non-discretionary basis.

Andrew Mangel is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He previously worked at Northwestern Mutual in investment services and life insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Kurt Spackman is a CFP® professional with 13 years of experience in the financial industry. He currently works with LPL Financial and has previously been associated with Securities America Advisors, Securities America, Capital Resource Management, and National Planning Corporation. 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, utilizing various investment strategies and technology tools, and supports a large network of over 22,800 advisors.

Kiley Grunstad is a financial advisor at Edward Jones with 19 years of industry experience. She has held her current position at Edward Jones since 2006. Outside of her advisory role, she is involved in the pyrotechnics business as president of KG Pyro LLC and works as a pyrotechnician, scripting fireworks displays. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Christopher Lambert is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 10 years of industry experience. His prior roles include positions at LPL Financial, AW Securities, and TD Ameritrade Institutional. Outside of finance, he serves on the board of the American Youth Soccer Organization Region 116, acting as the primary contact for Head Coaches in the Girls Under 7 Division. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers along with financial planning and brokerage services.

Mario Quintero is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and has been with JPMorgan Chase Bank, N.A. since 2012. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Janice Ebbert is a financial advisor with Ameriprise in El Cajon, CA, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured process supported by algorithmic tools and oversight committees.

Valentine Roberts is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing Services and Wells Fargo Bank, and earlier in his career, he was employed at PDC Healthcare/Brady Worldwide Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Diana Canales is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank NA and JP Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Shultz is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Rebecca Kamiura is a financial advisor at Fidelity with six years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. Kamiura holds the Series 66 credential. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios across various investment vehicles.

Anthony Ricci is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Sagepoint Financial and American General Securities. Ricci also serves as a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of advisors with diverse investment strategies, including model portfolios and third-party management, and provides various financial solutions such as insurance, credit products, and institutional platforms.