Carey Anderson is Vice President and Financial Consultant at Fidelity Investments, a role held since 2024. Prior to this, Carey served as a Financial Consultant at Fidelity from 2019 to 2024. In this capacity, Carey works with clients to develop wealth plans and investment strategies tailored to their personal financial goals, utilizing Fidelity's platforms, research, and resources. Carey holds a California Insurance License, supporting the ability to advise clients on insurance-related financial matters. Outside of professional responsibilities, Carey enjoys activities such as beach outings, comedy, family activities, fitness, outdoor adventures, and spending time with pets.

Kathy Petersen is a financial advisor with Merrill in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Bank of America N.A., Merrill, Securities America, Inc., and KMS Financial Services, Inc. She is also involved in providing administrative, marketing, and business development support through Prosperity Wealth Management. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Craig Cohn is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. His prior roles include tenures at Independent Financial Group, LLC and Commonwealth Financial Network, as well as an earlier period at LPL Financial. He is the sole owner of COHN & COMPANY INC., a non-investment-related business entity. 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 portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Tony Truong is a financial advisor with Thrivent Investment Management in San Diego, CA. He holds a Series 66 designation and has 12 years of industry experience. Truong has been with Thrivent and its affiliated entities since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Colton Meskell is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Northrop Grumman for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Selena Valencia is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2018, progressing through various positions including Planning Consultant, Relationship Manager, Financial Representative, and Customer Experience Associate. Throughout her career, Selena focuses on helping families with their unique goals and strategies, emphasizing trust and honesty in her professional approach. She holds a California Insurance License. Outside of her professional work, Selena has interests that include attending concerts, outdoor adventures, spending time with pets, traveling, and practicing yoga.

Vincent Croom is a CFP® with 22 years of experience in the financial industry, currently serving at Cambridge Investment Research Advisors since 2012. He previously worked at First Command Brokerage Services and First Command Bank. Outside of his advisory role, he operates a personal finance blog called The Financial Effect and serves as president of Croom Financial, a tax services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides access to multiple platforms, unaffiliated third-party advisers, and proprietary model strategies.

Cristina Jimenez is an Investment Consultant currently working at Fidelity Investments since 2025. She focuses on helping clients make informed financial decisions through planning-focused conversations aimed at defining their goals and creating tailored strategies. Her professional experience includes roles as a Financial Advisor at Aurora Wealth Advisors from 2020 to 2025 and as a Paraplanner at Ameriprise from 2012 to 2020. Cristina holds a California Insurance License. Outside of her professional work, Cristina has personal interests that include baseball, cooking and baking, family activities, outdoor adventures, running, and traveling.

Jasreen Sidhu is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, she worked at Edward Jones, Morgan Stanley, BMO, First Foundation Bank, UBS, and Questrade Inc. Sidhu is also listed as CEO of a photography and videography business, Divine Mantra LA LLC, though it is currently not operating. 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 through over 14,000 advisors and offers a broad range of brokerage and advisory solutions.

Ivan Schleder is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated firm since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Beth Westburg is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. She has worked at several firms, including Commonwealth Financial Network and Waddell & Reed. Westburg is a 50% owner of Lipman-Westburg Inc, a private entity involved in securities and advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a range of investment strategies and operational tools while managing over $819 billion in discretionary assets through a large network of advisors.

Gary Hochman is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2018 and has been involved with Hochman Torres LLP since 2017. Outside of advising, he is the author of a fiction fantasy football book. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice provided primarily through investment adviser representatives.

Iain Reilly is a CFP® professional affiliated with Cetera, holding Series 63 and Series 65 licenses, with 34 years of industry experience. He has been with Cetera in various capacities since 2013. Outside of his advisory role, he is involved in tax preparation and research through Telesis Tax and Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides diverse portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, supporting discretionary and non-discretionary account structures.

Julia Moon is a financial advisor at LPL Financial with 10 years of industry experience. She holds the CFP® and Series 66 designations and has worked at firms including Lincoln Financial Advisors Corporation and Commonwealth Financial Network. She is also co-owner of Moon Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. 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 and access to model portfolios and third-party asset management.

Matthew Behrendt is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior roles include positions at LPL Financial, Commonwealth Financial Network, Aston Carter, Independent Capital Management, and Massmutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Daniel Gardner is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Consultant at Equitable Advisors, LLC from 2021 to 2024. He holds a California Insurance License. Daniel emphasizes a client-centered approach to financial planning, focusing on listening and understanding his clients' goals and values. He aims to co-create strategies that align with what matters most to his clients, and he prioritizes making complex financial topics accessible and understandable. Outside of his professional work, Daniel enjoys activities such as golf, spending time at the lake, and watching movies.

Jason Corzine is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he began his career in 1995. Throughout his tenure, he has held various leadership positions, including Business Manager for the San Diego Complex. Jason focuses on developing financial strategies and providing advice tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® certificant and Chartered Retirement Planning Counselor (CRPC). Jason earned a Bachelor of Arts degree in Economics from Rutgers University in 1996. Jason resides in Rancho Bernardo, California with his wife, Rose, and their two children. Outside of work, he enjoys activities such as golfing, hiking, playing hockey, and tennis.

Paul Firth is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include 21 years at Wedbush Securities Inc and six years at Prudential Equity Group, LLC. He is also associated with Firth Capital Partners, LLC, an entity related to his LPL business. 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.

Dwight Barbiasz is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop actionable plans aimed at achieving lasting financial success. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate and Investment Solutions Representative before his current position. Dwight holds a California Insurance License, supporting his ability to provide comprehensive financial planning services. Outside of his professional work, Dwight's interests include cooking and baking, football, golf, hiking, music, and tennis.

Douglas Williams is a financial advisor with Edward Jones in Alpine, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.