Tiffany Sanders is a financial advisor at Merrill with 14 years at the firm and 8 years of industry experience. She holds a Series 66 designation and has worked at Bank of America since 2018. Outside of her advisory role, she is a co-founder of the Iconic Arts Complex, a nonprofit performance arts organization where she oversees administration, programs, fundraising, marketing, and community outreach. She also owns a food delivery service operated outside market hours. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Harrison McCarey is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked at New Way Van Life LLC, Aegon, and Getting Instruments. Outside of advising, he is involved in a non-variable insurance agency business in San Diego, CA. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation.

Donald Hankins III is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and over 39 years of industry experience. He has been with LPL Financial since 1986. Outside of his advisory role, he is involved in tax preparation and accounting, providing California and federal income tax return services. 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, asset management, and retirement advice services through a large network of investment adviser representatives.

Hannah Stanek Chu is a financial advisor at OSAIC with four years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2025, she worked at Lincoln Financial Advisors from 2020 to 2025. Outside of her advisory role, she performs as a live music artist and singer in San Diego. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools within a large multi-advisor platform.

Earl Thompson is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with UBS Financial Services since 1985. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and research to tailor client strategies.

Danial Lopez is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior roles include positions at UnionBanc Investment Services, Wells Fargo Clearing, and Banc of America Investment Services. He is based in San Diego, CA. 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, supported by a large network of investment adviser representatives.

Ace Baker is currently a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Ace works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. Ace holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the California State University System. Ace's approach involves helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals.

Anthony Wood is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2023. Prior to his advisory role, he attended the University of Miami and The Bishop's School. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Julian Myers is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and six years of industry experience. His career includes roles at Commonwealth Financial Network and Independent Financial Group, among others. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Susan Skolnik is a financial advisor at Osaic with 44 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Royal Alliance Associates for 16 years. In addition to advising, she owns a sole proprietorship focused on business development and continuation planning. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and non-discretionary strategies.

Stephanie Thompson is a financial advisor at Charles Schwab with over 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 1997. Her roles have included positions at Charles Schwab Trust Bank, Charles Schwab Premier Bank, and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment recommendations alongside access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and combination of advisory, brokerage, custody, and cash-sweep services.

Lisa Moreno is a Series 66-licensed financial advisor with UBS Financial Services in San Diego, CA, bringing 20 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad array of capital markets, custody, and lending services.

Brian Hoyt is a CFP® and PFS™ with 24 years of industry experience. He is currently with LPL Financial and has worked at Tax & Capital Management 360 since 2011 and OSAIC Wealth Inc. from 2004 to 2025. In addition to his advisory role, he is involved in tax preparation and tax planning through Tax & Capital Management 360. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary account management with a wide range of investment strategies.

Dillon Matheny is a financial advisor with Thrivent Investment Management in San Diego, CA, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA in various financial planning and investment management capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers flexible engagement options and combines planning with managed-account programs under a consolidated billing service called “WealthPlan.”

Jack Herman is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held positions at Signature Valet Services, Hunter Capital Placement, and the University of Utah among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional firms.

Michael Ressler is a financial advisor at J.P. Morgan Securities based in San Diego, CA, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with J.P. Morgan Securities since 2013 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jacob Stoops is a financial advisor with Edward Jones in San Diego, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at OZ Biosciences and has experience in the restaurant and education sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Brian Crow is a financial advisor at UBS Financial Services in San Diego, CA, holding a Series 66 designation with four years of industry experience. Before joining UBS in 2024, he worked at Ameriprise from 2020 to 2024. His earlier work history includes roles outside the financial sector at Springhill Suites and Domino's Pizza. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Kevin Berenzweig is a financial advisor with OSAIC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Woodbury Financial Services, Arbor Point Advisors, and Securities America entities. He is also the president of BSB Financial Services, Inc., which focuses on retirement planning. OSAIC Wealth serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by third-party managers and proprietary models.

Azarell Diaz is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2023, he worked at Banco Santander International for five years and held positions at the Scripps Institution of Oceanography and Pier South Resort. Diaz’s background also includes four years at the University of California, San Diego. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.