Edward Dawson is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

David Rzeslawski is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at State and Liberty and First Hawaiian Bank, as well as positions in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Torrance Chaplin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked for Primerica Advisors and Primerica Financial Services for over 20 years. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

Rachel Keisling is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. 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 offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Natalie Stenehjem is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with OSAIC, having previously worked at Royal Alliance. Outside of her advisory role, she coaches a nonprofit junior high girls volleyball team in San Diego. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization across a range of advisory and brokerage services.

Earl Thompson III is a Series 66 licensed financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2008 and serves on the Finance Committee of Our Lady of The Rosary Catholic Church, where he participates in budgeting and financial decision-making. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Jeremiah Doran III is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2024, he worked for Securities America Advisors, Inc. and Securities America, Inc. for over 25 years. In addition to his advisory role, he is involved with Capital Benefits, where he sells insurance and annuities. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk assessments and rebalancing tools.

Jeffrey Ott is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. He has worked at various firms including First Allied Advisory Services and Volker Financial. Outside of his advisory work, he serves as treasurer of the Tierrasanta Kiwanis Club/Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and affiliated partnerships.

Dennis Notchick is a CFP® professional affiliated with Cetera, with 12 years of industry experience. He has held positions at firms including Stratos Wealth Advisors, Mariner Wealth Advisors, and Avantax, and currently operates Integrated Tax and Wealth Management, offering financial and tax planning services. In addition to advisory work, he is involved in tax preparation and insurance sales. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving a diverse client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a broad network of independent advisors.

Kelly Rhine is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2025, Rhine worked at NASA Federal Credit Union for 10 years, CUSO Financial Services for 9 years, and Valic Financial Advisors for 2 years. 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 institutions. The firm provides a range of financial planning and investment solutions, including third-party asset management and institutional platforms.

Shayla Turganov is a financial advisor at LPL Financial with a Series 66 designation and experience at multiple firms since 2017, including Commonwealth Financial Network and Southern States University. Based in San Diego, CA, she joined LPL Financial in 2026 after several roles outside the industry, such as positions at Graton Casino and Amy's Sushi. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and various operational tools.

Louie Dolor Jr. is a financial advisor at Cetera with Series 63 and Series 65 credentials. He has one year of industry experience and previously served in the US Navy for seven years. He has also worked with several Cetera entities and attended both UCLA Extension and San Diego State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse program options and custodial relationships.

Brian Grigg is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, and has 17 years of industry experience. His career includes roles at Avantax Insurance Services, Hughes Ferguson Grigg LLP, and managing his own firms such as Grigg Financial Group and Brian Grigg CPA. He is also involved in tax preparation and accounting through his ownership of related business entities. 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 portfolios, third-party asset management, and institutional platforms.

Stefan Hartung is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 with a brief gap between 2025 and 2026, and previously spent 13 years at the City of Wuerzburg. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored reports and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Sarah Yoshisato is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Matthew Howard is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has a background in accounting and tax preparation through his role at HNK, CPAS, LLP and his own entity, MATTHEW HOWARD, CPA INC. Prior to joining LPL Financial in 2023, he worked at Avantax Advisory Services and 1st Global Capital Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of investment solutions including financial planning, third-party asset management, and institutional platforms.

Barry Allred II is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, B & C Wealth Management, and OSAIC Services, Inc. In addition to his advisory role, he is involved in a family business through Allred Klein Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various models and strategies enabled by advanced operational tools.

Amy Melton is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 license and previously worked at Brookfield Asset Management and Northern Trust Corporation. Melton’s educational background includes four years at DePauw University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a client-specific investment approach using both in-house and third-party managers, supported by a broad capital-markets platform.

Kevin Carlin is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before returning to LPL Financial. Outside of finance, he is the owner and designer of Trail Comfort, an online apparel company selling on Etsy, and is involved with Optimal Nutritionals, a nutritional supplement 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 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 non-advisory financial services network.

Thomas Krumenacker is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 63 designation and over 32 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved with the American Liver Foundation and serves as a patient advocate for the Liver Coalition of San Diego. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans for clients. The firm combines institutional trading capabilities with wealth management services, operating in multiple capacities including broker-dealer, investment adviser, and futures commission merchant.