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 and INDEPENDENT CAPITAL MANAGEMENT. Outside of his advisory work, he is involved in mortgage brokerage and refers clients for estate planning services through a certified estate planning organization. OSAIC Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of advisory and brokerage services, utilizing model-based asset allocation and portfolio optimization tools.

Steven Cannon is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors for 23 years. He also serves as an insurance agent offering disability insurance, fixed/indexed annuities, and traditional life insurance, and acts as a successor trustee for the Carol A Cannon Trust. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and multiple program options including discretionary and advisor-managed strategies.

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 has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. She holds Series 63 and Series 66 designations. 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 program is non-discretionary and focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

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.

Bradford Willis is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in product reviewing on Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Joshua Thompson is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise and Wisdom Wealth Management since 2021. Joshua was previously a full-time student at Chapman University and worked at Santa Fe Christian School. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team and offering a broad range of advisory, brokerage, and insurance solutions.

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.

Mario Quintero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and has been affiliated with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Dennis Brewster is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. His prior work includes roles at SagePoint Financial, Inc., OSAIC Services, Inc., and Sentra Securities Corporation. He is a co-trustee for his parents' irrevocable trust. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation, portfolio optimization, and offers a range of managed account programs and third-party investment options.

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 65 and Series 63 licenses and eight years of industry experience. His prior work history includes roles at Wells Fargo Clearing Services and Wells Fargo Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice and customized reporting, utilizing a broad range of eligible investment strategies.

Kristi Brooks is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018, previously spending five years at Bonotel Exclusive Travel. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios, and it engages in active oversight and advisory roles uncommon among large institutional peers.

Brian Mahoney is a financial advisor at LPL Financial in San Diego, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Commonwealth Financial Network, JM Financial Strategies, Appellate Defenders Inc., and Wealth Legacy Group, Inc. 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, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

William Smith is a CFP®-certified financial advisor with Morgan Stanley, based in San Diego, CA, and has 45 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Outside of advising, he is a published author of motivational and financial articles and serves on the finance and philanthropy committees of Neighborhood Healthcare, as well as acting as treasurer for the Rotary Club of Escondido. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in assets and operates both as an investment adviser and broker-dealer.

Brian Mancuso is a CFP® professional with 30 years of experience in the financial industry. He has worked at Charles Schwab Bank SSb and Charles Schwab & Co., Inc. since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach backed by proprietary research.

Kent Thompson is a CFP® professional with 34 years of industry experience, currently serving at Ameriprise in San Diego, CA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the owner and president of Stillwater Vista LLC and serves on the investment committee of the San Diego Rescue Mission. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized retirement income plans, primarily for clients with assets managed within Ameriprise accounts.

Danielle Ferrer is a financial advisor with Raymond James & Associates in San Diego, CA. She holds a Series 66 designation and has 12 years of industry experience, including 11 years with Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charities, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.