Kellen Hoke is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, he held roles at Morgan Stanley and has worked in various positions including at Michael Waltrip's Taproom and the Charlotte National Whitewater Center. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Carroll is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2012, he has served as the lead portfolio manager and co-director of the team's investment committee, directing the management, research, and strategic positioning of client portfolios. He brings over 20 years of experience in investment management and corporate finance to his role. Prior to his current position, Mr. Carroll was vice president and lead portfolio manager at M&T Trust, a family office and private foundation in Rancho Santa Fe. He also held roles at Nicholas|Applegate Capital Management, Morgan Stanley & Co., and the University of Notre Dame Investment Office. He holds a bachelor's degree in finance and business economics from the University of Notre Dame and the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute and the CFA Society of San Diego and serves on the advisory board for the Applied Investment Management Program in Notre Dame's Mendoza College of Business. Additionally, he is vice president of the Notre Dame Club of San Diego and participates on the Notre Dame Wealth Management Symposium Steering Committee. Outside of his professional responsibilities, Mr. Carroll lives in San Diego with his wife and two daughters and pursues personal interests including adventure sports, biking, boating, golfing, hiking, music, skiing, tennis, and traveling.

Edward Blazejewski is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2013, including time spent at JPMorgan Chase Bank, N.A. 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. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary program where clients retain final decision-making authority.

Kevin Cheng is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2017. His prior experience includes roles at JPMorgan Chase Bank and Foresters Financial 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Chris Mccann is a financial advisor with Morgan Stanley in Carlsbad, CA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and models.

Donovan Filpi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing concierge-style financial planning services, focusing on areas such as family wealth management, personal retirement planning, college education planning, and values-based investing, including socially responsible and ESG investing. Donovan collaborates with clients' attorneys and tax advisors to address complex financial and estate planning needs, helping clients focus on their families, health, and professions. Since 2016, Donovan has been a member of the Special Needs Team at Merrill, a group dedicated to improving the long-term well-being of individuals who are unable to care for themselves. His expertise includes risk management, portfolio allocation, and the development of comprehensive spending plans tailored to clients' lifestyles. Donovan has been recognized with the David Brady award in 2021 for his dedication to clients. Donovan earned a Bachelor of Arts degree in psychology with a business specialization from UCLA in 2000. He holds professional designations including Chartered Special Needs Consultant (ChSNC), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He resides in Vista, California, with his wife and three children. Donovan is an active member of Anthem Church and Strong Families For Children. In his leisure time, he enjoys running, cooking, camping, hiking, music, traveling, and spending time with his family.

Anthony Artero is a financial advisor with Osaic Wealth who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He previously worked at Good Life Advisors, LPL Financial, and First Allied Advisory Services, among other firms. Artero acts in a fiduciary capacity for the Artero Family Trust. Osaic Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with asset allocation, portfolio optimization, and a range of managed account strategies, supported by a complex network of affiliated broker-dealers and asset managers.

De Anne Steele is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America Private Bank. Steele participates in the San Diego Angel Conference at SDSU and is a member of Wharton Alumni Angels, where she reviews early-stage investment opportunities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers tailored financial planning and portfolio management based on proprietary research and capital market assumptions.

Whitney Brillon is a Financial Consultant at Fidelity Investments. In this role, she works closely with clients to develop personalized financial plans that align with their goals and values, aiming to provide a roadmap for achieving financial confidence and peace of mind. She has accumulated extensive experience in the financial services industry, holding multiple positions at Fidelity Investments since 2013, including Financial Representative, Relationship Manager, Investment Consultant, and Vice President, Financial Consultant. Whitney also served as Vice President, Financial Consultant at Charles Schwab from 2022 to 2024 before returning to Fidelity in her current role. Whitney holds a California Insurance License. Outside of her professional work, she enjoys cooking and baking, family activities, exploring food as a foodie, and traveling.

Theodore Tadeusiak is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2017 before joining Wells Fargo Advisors. He owns and operates Core Process Wealth Management LLC in Carlsbad, CA. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Gregory Starkey is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PFS Investments ONC, Primerica Financial Services, TD Ameritrade, and Scottrade. Outside of his advisory work, he is the founder and owner of Faith Inflatables, a small consumer-products venture focused on large decorative holiday inflatables. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized custody and order-routing services.

Jennifer Kruger is a Certified Financial Planner (CFP®) with over 21 years of industry experience. She is currently with Fidelity Investments, where she has worked since 2006 in various roles including brokerage services and advisory. Jennifer is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

James Fields is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including TD Ameritrade, Merrill, Bank of America, and AXA Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm also serves as a registered commodity pool operator and advisor to multiple investment companies.

Yun Yu Szu is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cadaret, Grant & Co. Inc and LPL Financial. In addition to her advisory role, she is involved with Addison Avenue Investment Services, providing support to financial advisors and client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisory capabilities within its large institutional framework.

Randy Schechter is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Charles Schwab since 1996 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options within an integrated operational structure.

Jake Harrison is a Series 66-licensed financial advisor with Ameriprise, based in Carlsbad, CA, and has nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Molstre is a financial advisor with Thrivent Investment Management in Del Mar, CA, holding a Series 66 registration and with 20 years of industry experience. He has been with Thrivent Financial and its investment management affiliate since 2003 and 2005, respectively. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning and modeling tools covering diverse topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Leonardo Ryan is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and several banking and financial firms. 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 integrates quantitative and qualitative research with a forward-looking approach to capital markets and includes ESG considerations.

Eugene Plahotnii is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing, Avantax Advisory Services, FSC Securities Corp, and ATS Advanced Trustee Strategies. Eugene is based in San Diego, CA. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Gregg Alsbury is a financial advisor with Charles Schwab in Carlsbad, CA, holding CFP®, Series 63, and Series 66 credentials and 13 years of industry experience. He has worked at Charles Schwab since 2014 and at Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves 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 a non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by Schwab's in-house research.