Quinn O'Connor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, O'Connor held roles at New York Life and worked in various other capacities including at the Mineta Transportation Institute and the YMCA. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and is notable for its use of systematic methodologies and a formal advisory role to multiple registered investment companies.

Natasha Newman is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2019, with prior roles including positions at JPMorgan Chase Bank, N.A. and 3PlxSalsa. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Benjamin Otte is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior firms include Commonwealth Financial Network and Kestra Financial, Inc. 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 advisory and brokerage services with various portfolio management options and utilizes technology tools to support its advisors.

Tommy Tominna is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1995. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on investment models implemented with oversight from BNY Mellon Advisors.

Robert Mcclinton is a financial advisor with Primerica Advisors in Spring Valley, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

William Perri is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of finance, he is a part owner of Jacobsen Perri Cellars LLC, a winery that produces and sells wine from grapes sourced in California’s Central Coast. 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 utilizes centralized due diligence and combines quantitative and qualitative research, with recommendations limited to eligible strategies and the potential inclusion of an ESG eligibility framework.

Michael Manning is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds a Series 63 designation and previously spent 15 years with Commonwealth Financial Network. In addition to his advisory role, he is the CEO and majority owner of The Manning Companies, which provides wealth management and retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporate pension plans, and institutional investors. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

June David Caalaman is a Series 66-licensed financial advisor with three years of industry experience. She is currently affiliated with LPL Financial and Mechanics Bank. Her prior experience includes roles at Cetera, Securities America, California Coast Credit Union, and United Cerebral Palsy. 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 advisory and brokerage services through a large network of investment adviser representatives who utilize a variety of portfolio strategies and third-party asset management solutions.

James Atwood is a financial advisor with Cetera in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Merrill and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, supported by a nationwide network of over 10,000 advisors.

Teresa Garrett is a financial advisor with LPL Financial based in San Diego, CA, holding a Series 66 designation and 11 years of industry experience. She previously worked for CUSO Financial Services, L.P. for 12 years before joining LPL Financial in 2025. Outside of her advisory role, she is a partner in Leatherback Supply Company, a retail and wholesale business where she assists with direct sales and marketing on weekends. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a variety of investment strategies.

Dylan Devin is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial Services and has experience with MGM Resorts International and Aztec Shops. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures.

Stephen Corbett is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. His career includes roles at several Cetera entities since 2016, as well as prior experience with Girard Securities, Inc. and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Thomasina Sanchez is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Smith Barney LLC from 2009 to 2022 and Morgan Stanley & Co. LLC in 2008-2009. She also serves as a trustee for T B B Trust in Encinitas, California. 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, pension plans, corporations, and charitable organizations.

Xiomara Vielman is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Clarity Financial Management, Commonwealth Financial Network, and Independent Financial Group. 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 participant-level retirement advice.

Terry Lecompte is a financial advisor with Primerica Advisors based in San Diego, CA. He holds the Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include work with Transamerica Financial Advisors and World Financial Group, Inc., and he has also been self-employed. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-driven strategies overseen by third-party asset managers and supports account custody through Pershing, managing approximately $15.5 billion in assets under management.

Gary Soble is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial for 33 years and has been involved as a USANA distributor since 1995, earning residual income from that nutritional sales network marketing activity. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Callero is a Financial Advisor at Merrill Lynch Wealth Management, operating out of the La Jolla office. Since joining the firm in 2017, he has worked closely with a wealth management team to assist affluent families in making comprehensive financial decisions. His role includes providing traditional advice and guidance as well as recommending investment strategies tailored to individual client objectives. Jeffrey's expertise spans corporate executive services, executive and equity compensation, institutional investment consulting, liquidity management, managing new wealth, personal retirement planning, portfolio management, and tax minimization. He is a Personal Investment Advisor (PIA) and holds a Bachelor's degree from Miami University as well as an MBA from the University of California System. He has been involved with the Investment Finance Association at UCLA Anderson. Outside of his professional work, Jeffrey enjoys an active lifestyle, engaging in activities such as hiking, surfing, running, basketball, and volleyball. He values spending time with family and friends, continually seeking new activities to stay active. Jeffrey also participates in community activities, including volunteering with Bank of America.

Kevin Branham is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Ronald Joe Branham, Inc. Outside of his advisory role, he is a partner in Let's Go Sales Co., a snack food distribution business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jasmine Turner is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and has 29 years of industry experience. She has been with UBS since 1998. Outside of advising, Turner is involved in several real estate rental activities, including properties in Puerto Rico and the U.S. Virgin Islands. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of financial and capital markets services.

Sean Reynolds is a financial advisor at Morgan Stanley in San Diego, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm uses structured planning tools and investment modeling while offering a broad range of retail and institutional services.