Anthony Ricci is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and American General Securities Incorporated. Ricci is also a licensed agent for non-variable insurance since 1980. 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 and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Clare Truong is a financial advisor with Thrivent Investment Management based in San Diego, CA. She holds a Series 66 designation and has 12 years of industry experience. Clare has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Tina Huston is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial since 2026. She previously worked at Commonwealth Financial Network for 17 years and has been associated with JM Financial Services since 1985. In addition to her advisory work, Huston is president and owner of PH Financial Services Inc, which provides tax and securities 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 portfolios, third-party asset management, and institutional platforms.

Michael Rundlett is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with LPL Financial since 1993. He provides small business consulting services outside of his advisory role. 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 financial planning and asset management solutions, employing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Daniel Guadarrama is a financial advisor with Charles Schwab, holding a Series 66 designation and 16 years of industry experience. He previously worked at TD Ameritrade for 12 years before joining Charles Schwab. Outside of his advisory role, he is involved in managing a rental property. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Haein Choi is an Investment Consultant at Fidelity Investments, a role held since 2026. In this position, Haein partners with clients to understand their financial goals and develops customized financial plans tailored to their unique needs. Prior to this, Haein worked as a Financial Advisor at LA Pension Planners from 2025 to 2026. Haein holds a California Insurance License, supporting their work in the financial services industry. Outside of professional responsibilities, Haein has personal interests that include baseball, camping, fitness, foodie activities, golf, and hiking.

Ryan Kinney is a financial advisor with Edward Jones in Chula Vista, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Jackson is a financial advisor with Edward Jones in El Cajon, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Marsh & McLennan Agency for 12 years and operated his own business, Jackson Consulting, Inc., which focused on educational book sales. He is also the head women's golf coach at Patrick Henry High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Nam Le is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 66 and Series 63 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities LLC since 2017 and at JPMC BANK NA (Southwest) since 2013. 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 firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Edgard Martinez is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Convoy Home Loans, Global Equity Finance, Academy Mortgage, and Gold Star Mortgage Financial. 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Cearra Free is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2023. Her prior work experience includes roles at Trax Wealth Management, Guaranteed Rate, Supreme Lending, and JH Ranch. 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 services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented by a large network of investment adviser representatives.

Son Ha is a Series 66-licensed financial advisor with Merrill in San Diego, CA, with seven years of industry experience. He has been associated with both Merrill and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Fink is a CFP® professional with 62 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Lumena Financial Strategies, Inc., Waddell & Reed, Inc., and various insurance carriers. He has served on the Board of Governors at City of Hope since 1997 and has been involved with AYSO as a soccer referee and instructor since 1975. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions through a large network of investment adviser representatives using diverse strategies and technology tools.

Alexandra Sonnenberg is a CFP® professional with six years of industry experience, currently serving at LPL Financial. She has previously worked with Commonwealth Financial Network and Cambridge Investment Research. In addition to her advisory role, she is involved in fixed insurance sales in San Diego, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thania Sotelo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America and Prospera Financial. Outside of advising, she owns and manages two small businesses: an e-commerce company and a photo booth and 360 video service for events. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Kris Iverson is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He worked at Edward Jones for three years before joining LPL Financial in 2010. Iverson operates under the DBA Kris Iverson, Inc. 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, supporting advisors with advanced research tools while overseeing over $819 billion in discretionary assets.

Dilip Gupta is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses Wells Fargo research and planning tools to develop tailored client recommendations.

Michael Montgomery is a financial advisor with Cetera holding a Series 66 designation and 17 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Thrivent Investment Management. He is based in El Cajon, CA. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Daniel Igartua is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan affiliates since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates centralized due diligence with both quantitative and qualitative analysis, and recommendations may include ESG criteria and affiliated investment options.

Brady Foley is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2009, previously spending eight years at Raymond James Financial Services and one year at Raymond James Financial. Outside of his advisory role, Foley is involved with Foley Financial Services, Inc., a business entity used for tax and investment purposes. 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 services including financial planning, model portfolios, and institutional platforms, with advice delivered by investment adviser representatives who utilize a variety of investment strategies and operational tools.