Linda Myrick is a financial advisor with Edward Jones in Carmel, CA, holding Series 63 and Series 66 credentials and having 27 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory work, she is a part-owner of a fitness gym in San Antonio, TX, which is operated by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of investment and advisory strategies. The firm manages approximately $1.01 trillion in assets and operates through a large national network of financial advisors and branch offices.

Thomas North is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of financial advising, he owns True North Productions, LLC, a publishing company formed to market his book, *True North, The Shocking Truth about Yours Mine and Ours*. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Mario Velarde is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank, Bank of America, Merrill, and World Financial Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jake Merenda is a financial advisor with Wells Fargo Clearing in Carmel, CA. He holds a Series 66 designation and joined the firm in 2026. Prior to his current role, he gained experience in various positions including roles at Oracle NetSuite, Addison Group, and Alacrinet, as well as time spent as a full-time student. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Anthony Mendez is a financial advisor at Edward Jones in Monterey, CA, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work includes positions at Fidelity Investments, Wells Fargo Clearing, Wells Fargo Bank, Rabobank N.A., and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Roberta Hunter is a Series 66 licensed financial advisor with Wells Fargo Advisors in Carmel By The Sea, CA, and has 26 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2015. Hunter is also the owner of WaveCrest Wealth Management LLC, an independent practice based in Capitola, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Todd Doleshal is a CFP® professional with 18 years of industry experience, currently serving with LPL Financial. He previously worked at Ameriprise Financial Services, Inc. for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning and advisory programs supported by research and model portfolios.

Noelle Newman is a financial advisor with Wells Fargo Clearing in Carmel, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Newman is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo firms since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Vince Dimaggio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Nicandro Albert is a financial advisor at Stifel with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Stifel in 2023, he worked at AJ Houston Financial Services and Matthew Albert Tile. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance based on forward-looking capital market assumptions.

Kathleen Huggins is a financial advisor at RBC Capital Markets with 14 years at the firm and 10 years of industry experience. She holds Series 63 and Series 65 licenses. Kathleen serves on the board of directors for IMPower, Inc., a nonprofit organization based in Salinas, California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate both in-house and third-party investment managers.

Alanna Cuizon Jittayasotorn is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Merrill, UBS Financial Services, and Cream. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Richard Bassman is a CFP® professional with 23 years of experience in the financial industry. He currently works at LPL Financial, where he has been since 2018, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. 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, model portfolios, and research-supported strategies.

Thomas Pelino is a CFA® charterholder with 45 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. Based in Carmel, CA, he supports his wife's real estate activities by assisting with maintenance for a vacation rental property at Lake Tahoe. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based strategies to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Jared Frieg is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 2010. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by its Schwab Center for Financial Research.

Larissa Lea is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial LLC/Pence Financial and Garrone Financial. Outside of her advisory role, she is involved in tax preparation and financial services through Aubuchon Tax and Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Joseph Martello II is a financial advisor with RBC Capital Markets in Monterey, CA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016. He serves on the board of the Hospice Giving Foundation, assisting with fundraising efforts to support community grief services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that combine discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Rebecca Tegerdal is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory work, she has a bookkeeping role in a plumbing business based in Monterey, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kristen Sutherland is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.