Casey Rader is a CFP® and Series 66 registered financial advisor with 22 years of industry experience. He has been with UBS Financial Services Inc. since 2013 and is based in La Jolla, CA. Outside of his advisory role, he serves as a notary public. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Camilla Kaae is a financial advisor at Cetera with two years of industry experience. She holds the Series 66 designation and has previously worked at Fisher Investments UK, Fisher Investments, and CIM Group. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment platforms and third-party managers.

Luke Rican is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to define financial goals and develop portfolio strategies designed to help clients pursue those goals. He provides ongoing advice and adjusts portfolios as clients' situations change. Luke holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from the University of Washington. His approach focuses on understanding what matters to clients and their families to help create a financial strategy tailored to their needs.

Nolan Worley is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at NW Asset Management, Cavanaugh Financial Group, and Raymond James Financial and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Garrett Imeson is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Edward Jones for 15 years. Outside of his advisory work, Imeson coaches youth baseball in San Diego and hosts a podcast titled "Grounded In Love." LPL Financial is a national investment advisory and brokerage firm serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement consulting, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Jared Roethlisberger is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to providing comprehensive wealth planning and investment strategies tailored to clients' financial goals and needs. He has been with Fidelity Investments since 2013, progressing through roles including Regional Relationship Manager, Investment Consultant, Financial Consultant, and Assistant Branch Office Manager before assuming his current leadership position in 2018. Prior to joining Fidelity, Jared worked as a Financial Advisor at Merrill Lynch from 2011 to 2013. He holds a California Insurance License, supporting his expertise in financial and insurance planning. Jared's professional experience encompasses wealth management, investment consulting, and client relationship management. Outside of his professional responsibilities, Jared enjoys camping, cars, family activities, hiking, parenthood, and traveling.

Karlee Johnson is a financial advisor with Charles Schwab, holding a Series 63 designation and 28 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2003 and Charles Schwab Bank, SSB 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. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Tiffany Sanders is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 credential and seven years of industry experience. She has been affiliated with Merrill since 2012 and Bank of America, N.A. since 2018. Outside of her advisory role, Sanders is co-founder of the Iconic Arts Complex, a nonprofit performance arts organization involved in administration, fundraising, and community outreach, and she owns a food delivery service operating outside market hours. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Farnaz Tajadod is a financial advisor at Ameriprise in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, she was with LPL Financial LLC from 2021 to 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, dependable income sources, and tax-aware withdrawal strategies.

Harrison Mccarey is a financial advisor with LPL Enterprise and holds a Series 66 license. He has been with LPL Enterprise since 2025 and has prior experience working with New Way Van Life LLC, Aegon, and Getting Instruments. Outside of his advisory role, he has involvement in a non-variable insurance business in San Diego. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a range of brokerage and insurance products.

Donald Hankins III is a financial advisor with LPL Financial, holding a Series 63 designation and 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, including federal and state tax returns, and sells annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, using various model portfolios and research resources.

Taylor Parrillo is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and previously at Bayview Asset Management. Parrillo serves on the advisory board of a nonprofit organization at the University of California, Riverside, and is involved in tax preparation services through a separate business. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Charles Kraft III is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner of Kraft Wealth Management, a business operating under the Cetera umbrella. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Hannah Stanek Chu is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She previously worked at Lincoln Financial Advisors for five years before joining OSAIC in 2025. Outside of her advisory role, she performs as a live musician and singer at various venues. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms.

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 in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior positions include roles at UnionBanc Investment Services and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by both proprietary and third-party research.

Jacob Bentley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Axos Invest and ZRC Wealth Management, as well as community involvement with the South American Jewish American Community and Hillel International. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform featuring both affiliated and third-party investment options.

Ace Baker is a financial advisor at Merrill with Series 63 and Series 66 licenses and eight years of industry experience. His previous work history includes roles at Bank of America, Charles Schwab, TD Ameritrade, and Woodbury Financial Services. Outside of advising, he creates content through a side business focused on video production. Merrill provides managed account services primarily for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies that serve individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Demmler is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2003. He brings over twenty years of experience in the financial services industry to his role. His areas of expertise include family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible, values-based, and ESG investing, sports and entertainment, individual and corporate investment strategy, and retirement income. Christopher holds an MBA in Finance from Loyola Marymount University and has earned the Certified Private Wealth Advisor® designation in 2019 and the Chartered Retirement Planning Counselor™ designation in 2008. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2022 to 2024. Outside of his professional work, Christopher volunteers in youth sports. He enjoys playing golf and lives with his wife, Allison, and their two sons.

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.