David Peterson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in San Diego, CA. Outside of his advisory role, he owns rental properties, including a vacation cabin in Big Bear Lake, CA, and is involved in a partnership that renovates and lists short-term rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Marcos Mendoza is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Minnesota Life Insurance Company, Tax & Financial Group, Securian Financial Services, and Automatic Data Processing (ADP). Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Austin Sandoval is a financial advisor at Merrill with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial and Bank of America. Outside of finance, Sandoval has experience in the hospitality sector, including roles at Le Papagayo and Belly Up Tavern. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Duggan Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he applies over 25 years of experience to provide a comprehensive approach to managing wealth. He works closely with clients, including business owners and senior executives, to develop customized wealth management strategies that adapt to their evolving financial situations and market conditions. Throughout his career, John has specialized in areas such as corporate executive services, equity compensation, family wealth management, and retirement planning. He is part of a seasoned advisory team delivering high-touch and planning-driven services that address complex financial matters like liquidity events and succession planning. His approach emphasizes building trusted relationships and coordinating strategic advice aligned with clients' long-term goals. John holds Professional Designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He earned a High School Diploma from Hilltop High School and attended Foothill College without earning a degree. Outside of his professional responsibilities, John participates in community volunteering and enjoys personal interests including biking, boating, camping, fishing, golfing, hiking, spending time with his family, surfing, traveling, and yoga.

Valerie Carlson is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 14 years of industry experience. She previously worked at Commonwealth Financial from 2009 to 2026. 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 broad range of advisory and brokerage services, utilizing various investment strategies and proprietary tools to support its network of over 22,900 advisors.

Brooke Sorchy is a CFP® certified financial advisor with LPL Financial, based in La Mesa, CA, and has four years of industry experience. Her work history includes roles at LPL Financial, MW Asset Management, Michelle Warner Real Estate, and Einstein Bagels. She also spent 17 years working in education. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Meena Sher is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. In addition to her advisory role, she provides notary public services in San Diego, CA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning and managed-account services under a consolidated billing option called “WealthPlan.”

Amy Brooks is a financial advisor with UBS Financial Services in Troy, MI, holding a Series 66 designation and 24 years of industry experience. She has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client plans.

Patricia Posada is a financial advisor at LPL Financial with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including Terramar Wealth, Commonwealth Financial Network, and Sagepoint Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with a range of investment options and tools while managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Cole Rener is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience in the fitness industry and real estate as a sales associate with Realty Benefit Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models delivered through a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.

Brett Morris is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at TD Ameritrade and TIAA-CREF. He serves as a housing board member for the Cowlitz Indian Tribe, reviewing housing assistance needs for tribal members. Charles Schwab & Co., Inc. provides wealth management services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary managed accounts with a multi-asset investment approach.

Rosemary Carlisle is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Wells Fargo Investments and Wells Fargo Clearing for over two decades. Outside of her advisory role, she co-owns a specialty home products business focused on refabricated cabinet sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Katherine Tawoda is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes 12 years at Wells Fargo Advisors before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lindy Pickinpaugh is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and advanced data analytics.

Ayat Abuakar is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing, First Republic Bank, and Wells Fargo Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, serving clients in both direct and corporate financial planning arrangements.

Kip Flar is a financial advisor with Merrill in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Merrill since 1997. Outside of his advisory role, he serves as a co-trustee for a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Wilkie is a financial advisor at Osaic with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Securities America, Inc. Wilkie is also the owner of Financial Strategies Group, where he is involved in insurance sales. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and multiple portfolio management options.

Manuel Horner is a financial advisor with Ameriprise in Chula Vista, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Cuso Financial Services and North Island Credit Union. Outside of his financial advisory work, he serves as a basketball referee. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

George Melbrod Jr. is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has worked at LPL Financial since 2017 and previously was with National Planning Corp and The Planners Network. He is also president of Melbrod Financial Services, Inc., which provides tax preparation services. 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 wide range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with operational and research tools while managing over $819 billion in discretionary assets.

Sarah Wallace is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017 and Bank of America, N.A. since 2018. Outside of her advisory role, she serves as a successor trustee and trustee for family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.