Robert Briones is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2011. Outside of his advisory role, he owns and operates a part-time custom woodworking business, creating furniture and decor for private clients and public sale. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering broad financial planning without portfolio management for institutional clients. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under separate billing.

Michael Gallop is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Gallop has worked at several firms, including Commonwealth Financial Network and SagePoint Financial, and is co-owner of Terramar Wealth, Inc., a private entity facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Kyle Tatro is a financial advisor with LPL Financial in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Principal Securities, Principal Life Insurance Company, Northwestern Mutual Investment Management, and Morgan Stanley. He is also the owner of Think Financial Wealth Management, Inc., a private entity involved in securities, advisory, and insurance business. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Spencer Birch is a financial advisor with Edward Jones in San Marcos, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for nine years at Quantum Learning Network. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jaclyn Mazur is a CFP® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Ruzam, LLC, Woodbury Financial Services INC, and RSG Partners. Mazur is the founder of the Financial Behavior Institute, a coaching and training program that teaches behavioral finance concepts and practice management tools to financial professionals. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and risk management.

Brandon Dalgarno is a CFP® professional with 20 years of industry experience, currently serving at Cetera since 2025. His prior experience includes roles at Avantax Investment Services and Diehl Evans & Co. LLP. Dalgarno holds leadership positions in financial services entities, including director and managing member roles. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a multi-manager platform serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm supports a large nationwide network of advisors with access to diverse investment strategies and custodial arrangements.

Jordan Gales is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2020 and previously was affiliated with Sequoia Wealth Management, JMC Wealth Management, and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Robin Alefi is a financial advisor at Charles Schwab with six 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. Outside of finance, Alefi is involved with Epic Volleyball Club, where he has been active for over a decade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Hamasseh Pourhamzeh is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and Instawork. Outside of finance, he sells secondhand clothing on Poshmark. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through discretionary portfolio management, fund advisory, and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Darlene Diehl is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Edward Jones since 1993. In addition to her advisory role, she serves as a FINRA arbitrator assisting in dispute resolution cases. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Henry De Matteis III is a CFP®-designated financial advisor with Edward Jones in San Marcos, CA, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Uber Eats and operated Elmhurst Entertainment for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Michael Sperlinga is a financial advisor with Morgan Stanley in Carlsbad, CA, holding Series 63 and 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Natalie Slemp is a financial advisor at Edward Jones in Escondido, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at Benn Digital and several other firms in various roles. Edward Jones is a full-service wealth management firm serving more than 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.

Liam Reid is a Series 66-credentialed financial advisor with Charles Schwab in Carlsbad, CA, and has one year of industry experience. Prior to joining Charles Schwab & Co., Inc. and Charles Schwab Bank, he worked in education and held roles at Troon Golf and Pristine Auction. Charles Schwab & Co., Inc. serves a large client base of 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 relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from its Schwab Center for Financial Research.

Nga Ying Chan is a financial advisor with Wells Fargo Clearing in Carlsbad, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with prior roles at Ameriprise and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Brendan Mcnamara is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Merrill, and Fidelity. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational and research tools.

Timothy Cole is a financial advisor at LPL Financial based in Carlsbad, CA. He holds the Series 66 designation and has recently entered the industry, with experience beginning in 2026. Prior to joining LPL Financial, he worked at Fidelity Investments and has a background in the medical device industry with NuVasive and DePuy Synthes. 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 a range of advisory and brokerage services, utilizing a variety of investment strategies and tools to support its network of over 22,800 advisors.

Edward Rodriguez is a financial advisor with Raymond James & Associates in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James-affiliated firms since 2007, including one year at Raymond James & Associates and 19 years at Raymond James Financial Services, Inc. Raymond James & Associates, Inc. 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 that includes individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary services.

Paul Zawilenski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013, with previous roles at Merrill, Chase Investment Services, FFEC Wealth Partners, and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Mauro Ciarmoli is a financial advisor with Fidelity Investments in San Marcos, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior work includes 17 years at LPL Financial, LLC before joining Fidelity. He is also the owner of MCC Discovery, LLC, an LLC registered for tax and business purposes. Mauro is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.