Ivy Edmunds is a Series 66 licensed financial advisor with UBS Financial Services in San Diego, CA, bringing 14 years of industry experience. She has been with UBS since 2009. Outside of her advisory work, she is involved with CorePower Yoga. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research, underwriting, and securities-backed lending programs.

Jada Coleman is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, she works part-time in retail positions, including at Ascena Retail Group and previously at Target Corporation. 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 individuals, high-net-worth clients, and institutions.

Andrew Zimmer is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having 13 years of industry experience. He has been with LPL Financial since 2015 and also worked at Overland & Shanahan from 2015 to 2021. Outside of financial advising, he owns Sidepod Gaming, LLC, and the online business Little Italy Pickleball Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing strategies that include model portfolios, third-party asset management, and customized allocations, supported by technology tools for operational and research purposes.

Nicholas Kolata is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He previously worked at Bank of America (Merrill Lynch), Priority Financial Group, and MUFG Union Bank. He is based in Chula Vista, CA. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. based in San Diego, CA. She holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2025, she held positions at firms including Kestra Advisory Services and Northwestern Mutual Investment Services. Outside of finance, she works as an independent contractor with Tinseltones by Tomlinson, a holiday caroling group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advisory services using analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting programs.

Christina Razzore is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley for nearly 19 years. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Bennett is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill, Bank of America, and a nine-year tenure at Sarpinos Pizzeria. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and integrates AI and systematic methodologies in its investment process.

Daniela Jimenez Bribiesca is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and three years of industry experience. She previously worked at UBS Financial Services Inc and Schneider Electric USA Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to assist clients.

Adrianne Hoy is a Series 66 licensed financial advisor with 16 years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.

Jesus Beltran is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His career includes multiple roles within Cetera-affiliated firms as well as positions at Principal Securities, LPL Financial, and Purshe Kaplan Sterling Investments. He also managed operations at Seaside Wealth Management, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures.

Gary Gunning is a financial advisor at OSAIC with over 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Marsh & McLennan Agency, MMA Securities LLC, Sagepoint Financial, Inc., and Barney & Barney, LLC. Outside of his advisory role, he offers life, annuities, long-term care, and disability insurance, and serves as managing member of an LLC that owns farmland. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable investors through a large network of advisers and advisory platforms. The firm utilizes asset-allocation tools and integrated investment services to construct portfolios across multiple asset classes and offers support for legacy accounts, third-party managed solutions, and various advisory programs.

Meriam Abbo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services within the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Pursch is a CFP® with 17 years of industry experience and has been with RBC Capital Markets since 2014. He holds the Series 66 designation and is based in San Diego, CA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Ada Frausto is a financial advisor with Morgan Stanley in San Diego, holding a Series 66 designation and bringing five years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides advisory services to both individual and institutional clients, offering tailored financial planning programs supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment solutions including retail and institutional offerings.

Kathleen Baez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and several other firms over the past two decades. Outside of her advisory role, she is an associate employee at Invested Consulting, Inc., where she serves as a registered administrator supporting financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kirkland Myers is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has previous work experience at La Jolla Beach and Tennis Club, In-N-Out, San Diego State University, and Oxnard High School. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, provides sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Evan Fowler is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following seven years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Eric Bresnick is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities since 2009. He is based in San Diego, CA. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

David Peterson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in San Diego, CA. Outside of his advisory role, he owns rental properties, including a vacation cabin in Big Bear Lake, CA, and is involved in a partnership that renovates and lists short-term rental properties. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Meena Sher is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. In addition to her advisory role, she provides notary public services in San Diego, CA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services under a consolidated billing option called “WealthPlan.”