Diwani Biglang Awa is a Series 66-licensed financial advisor with UBS Financial Services in San Diego, CA, where she has worked since 2007, accumulating 19 years of industry experience. Outside of her advisory role, she owns and operates Brixton Interiors LLC, a residential interior design and home décor business, and Tiny Baubles LLC, a handmade jewelry retail venture. She also serves on the executive board of Alamosa Park Elementary PTA as an auditor and communications coordinator. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Darion Haggerty is a CFP® professional with four years of industry experience, currently advising at Edward Jones since 2022. Before joining Edward Jones, he worked at DaVita and held various roles at Target, Primerica, and Starbucks. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cristina Haggerty is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Wells Fargo Advisors Financial Network LLC from 2011 to 2017. She holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and advanced modeling tools.

Jerry Dressel is a financial advisor at LPL Financial with Series 63 registration and two years of industry experience. He has also been involved with F & B Associates Inc since 2020 and has operated Dressel Advisory Group since 1999. 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 access to various portfolio management options, supported by technology and a large network of advisors.

Jaime Niesley is a financial advisor at Cetera with 10 years of industry experience. He holds the CFP® designation and Series 63 license. Jaime has worked at Cetera since 2021 and is also the owner of Wollman Wealth Designs, a financial services firm. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and custodial relationships.

Jayne Byrne is a CFP® and Series 66-registered financial advisor with LPL Financial, based in San Diego, CA, and has 41 years of industry experience. She has worked at LPL Financial in various capacities since 1985 and was also affiliated with Cetera Advisor Networks and CWM, LLC. Outside of her advisory work, she is involved with a non-variable insurance business and operates Nautica Wealth Advisors, LLC, a DBA for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Barbara Klein is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. Her prior roles include positions at Broker Dealer Financial Services Corp., Summit Financial Group Inc., and Cetera Wealth Services, LLC. Outside of her advisory work, she serves as vice president and secretary of a property owners association and is involved in selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Lance Peters is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Lucia Capital Group and the University of San Diego. 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, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

Wade Shumway is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017, with prior experience at National Planning Corporation. Outside of his advisory role, Shumway is also involved in investment-related activities with Lucia Capital Group and Westland Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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 access, and institutional platforms, supported by a large network of investment adviser representatives.

Dashiell Weiner is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan Securities in 2015, he spent three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Joseph Gompers is a financial advisor at LPL Financial with two years of industry experience. His prior roles include positions at New York Life Insurance Company and Carofin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial services.

Sara Hecht is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked across multiple Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary and non-discretionary portfolio management, fund advisory, and model portfolios.

Saul Serano is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab and Co., Inc., and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Shu Chi Liu Ouk is a Series 66-licensed financial advisor with LPL Financial, based in San Diego, CA, and has 18 years of industry experience. Prior to joining LPL Financial in 2012, Liu Ouk worked at Edward Jones from 2008 to 2012. Outside of his advisory role, he operates SL Wealth Management, Inc., providing portfolio analysis, retirement planning, and educational seminars through LPL Financial. 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 with various investment strategies and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Anthony Perkins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has extensive experience in financial consulting, having previously served as Regional Vice President at Fisher Investments from 2021 to 2022, Senior Financial Consultant at TD Ameritrade from 2013 to 2021, and Licensed Financial Consultant at PNC Investments from 2009 to 2013. Anthony holds a California Insurance License. He approaches financial planning as a collaborative process, aiming to build financial plans with clients in a friendly and conversational manner. He believes that effective planning is essential and strives to help clients reduce financial stress through this process. Outside of his professional work, Anthony's personal interests include cars, fitness, food, hiking, scuba diving, and tennis.

Xiner Zhang is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to joining Morgan Stanley, Zhang held various roles in education and technology, including positions at the University of California, Berkeley, Mo-Yi Tech, and KuraCare Inc. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and proprietary planning tools in its financial planning process.

Cody Meza is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley, he worked at Merrill Lynch for six years and has held positions in various industries including hospitality and automotive. Outside of his advisory role, he is involved with Sunset Trivia, a limited liability company based in San Diego. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and modeling techniques.

Konrad Pi is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2022. Prior to that, he was with Morgan Stanley for three years and worked in consulting from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program delivers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Steven Schuknecht is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and previously worked at RS Hughes Co, Inc. and ImpactOrtho, among other roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Brady Suter is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior roles include positions at Aztec Shops and Bullseye Reporting. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep solutions.