Shaun Mcgeary is a financial advisor with LPL Financial in Carmel, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2009 and previously spent four years at Merrill. Outside of his advisory work, Mcgeary is involved in amateur motorsports, planning to co-own and sponsor a Spec Boxster Porsche race car to compete in California events. 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.

Susan Rede is a CFP®-credentialed financial advisor with 44 years of industry experience. She has been associated with OSAIC since 1989 and has maintained her own advisory practice since 1984. In addition to her advisory work, she provides income tax preparation services and occasionally sells insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and third-party manager selections.

Dave Stewart is a financial advisor with UBS Financial Services in Carmel, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocation to tailor client solutions.

Leonard Anable Jr. is a financial advisor at UBS Financial Services with 46 years of industry experience. He has been with UBS since 1979 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor investment strategies.

Nathan Steen is a Series 66-licensed financial advisor at Ameriprise with 22 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Merrill, and Morgan Stanley DW Inc. He serves as Vice President on the Board of Directors for the MPC Foundation in Monterey, CA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Timothy Brereton is a CFP® professional with 34 years of industry experience, currently advising at OSAIC since 2023. His prior experience includes roles at SagePoint Financial and MSI Financial Services. He is also an independent insurance agent specializing in life, accident, health, dental, disability, and Medicare-related insurance products through his ownership of Allied WM Insurance Services LLC. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and range of investment and lending platforms.

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 with Ameriprise in Monterey, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Merrill, and Morgan Stanley. Outside of his advisory work, he owns True North Productions, LLC, a publishing company established to market his book, *True North, The Shocking Truth about Yours Mine and Ours*. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mario Velarde is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities and JP Morgan Chase Bank, N.A., having previously worked at Bank of America, Merrill, and World Financial Group. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and supported by affiliated implementation and portfolio services.

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.

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®-certified financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 11 years with Ameriprise Financial Services, Inc. Outside of his advisory role, Doleshal is involved with Doleshal-Seregos LLC, a real estate rental 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 financial planning, model portfolio programs, third‑party asset management, participant-level retirement advice, and institutional platforms.

Jeffrey Newman is a financial advisor with Wells Fargo Clearing in Carmel, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Prudential Equity Group, LLC from 1996 to 2003 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides 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 a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Vince Dimaggio is a financial advisor with J.P. Morgan Securities in Carmel, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with J.P. Morgan Chase Bank and related entities since 2012 and previously held roles at LPL Financial, Banc of America Investment Services, and A.G. Edwards & Sons. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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 10 years of industry experience. She holds Series 65 and Series 63 licenses and has been with RBC since 2012. Huggins serves on the board of directors for IMPOWER, Inc., a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs and portfolio management services tailored to clients' risk profiles. The firm integrates in-house and third-party investment managers and provides various options including tax management and responsible investing screens.

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 services industry. He has worked at LPL Financial since 2018 and previously held roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., New England Securities, and Ameriprise. LPL Financial is a national broker-dealer and 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.

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.