Amy Jamieson is a financial advisor with Merrill in San Diego, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Merrill since 2009. In addition to her advisory role, she is involved as a co-leader of a local Girl Scout troop. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients utilizing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Pedro Flores is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and First Citizens Bank. 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 employs proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Sarah Karpicus is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has prior experience with Shakti Rising, a nonprofit organization focused on healing and recovery. Outside of her advisory role, she owns and manages Yellowbird Expressive Arts, an expressive arts therapy business offering individual sessions, groups, retreats, and virtual programs, and participates as a performer in a local playback theatre troupe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Terry Mcnellis is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 12-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning services. The firm uses structured planning tools and various investment modeling techniques to support client strategies.

Jesus Reyes is a financial advisor at Merrill with seven years of industry experience. He previously worked at Bank of America for two years before joining Merrill in 2019. Outside of his advisory role, Reyes operates a YouTube channel and an associated children’s book project focused on educational content for young readers, and he also engages in online sales of Mexican goods through independent websites. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, and institutions.

Alexander Wall is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked at Charles Schwab Bank and SC Distributors, LLC, and has experience in the hospitality industry at Masters Kitchen and Cocktail. He also spent five years at California State University San Marcos. Charles Schwab & Co., Inc. serves a broad client base, 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 services, supported by multi-asset model portfolios, research, and a distinctive operational structure.

Micah Mendillo is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley and TD Ameritrade Institutional. Outside of finance, he has experience in education and operated a business named Superior Cuts for four years. Charles Schwab & Co., Inc. serves a large client base including high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary managed accounts and uses multi-asset model portfolios supported by in-house research and alternative investment due diligence.

George Mullen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His previous roles include positions at Linsco Private Ledger Corp, Morgan Stanley DW Inc., and UBS Financial Services. Outside of advising, he is a painter who occasionally sells oil paintings and is the author of a published book titled "Peace in the Middle East." 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 variety of financial planning and investment services, including third-party asset management and institutional platforms, with a broad range of strategic and tactical investment options.

Mackenzie Gouge is a financial advisor at Fidelity with three years of industry experience. She previously worked at Edward Jones and has held various roles in hospitality and research sectors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kevin Hansen is a Certified Financial Planner (CFP®) with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities since 2012. He has been affiliated with J.P. Morgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Andrew Bartlett is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He works closely with clients to develop strategies that align with their financial goals and assist their families both now and in the future. His approach centers on client needs, values, and business beliefs. Andrew has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he completed an internship at Raymond James in 2013. He holds a California Insurance License. Outside of his professional work, Andrew enjoys baseball, golf, hiking, softball, and yoga.

Anette Schol Bermel is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Avantax Advisory Services and several other firms, including Raymond James Financial and First Command. In addition to her advisory role, she is involved in tax preparation and bookkeeping through Professional Financial Services in La Mesa, CA. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options ranging from model portfolios to bespoke strategies, supported by a nationwide network of over 10,000 advisors.

Sam Farhan is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, he operates Manifest Dream Coaching, providing online life coaching services, and is a partner in an online candy store called Swede Joys. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

John Parmenter is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, providing model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies.

Anthony Diblasi is a financial advisor with Merrill in San Diego, CA, holding Series 63 and Series 65 designations and with 30 years of industry experience. He has worked at Merrill since 1996 and has been associated with Bank of America, NA since 2009. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aoife Ridge is a financial advisor with Charles Schwab in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. She previously worked at TD Ameritrade for nine years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base of 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 affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jorge Figueroa is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked in roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and several hospitality and insurance companies. 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, offering a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts.

Patricia Pavin is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adeline Wong is a financial advisor at Cetera with 27 years of industry experience. She holds a Series 63 designation and has been with Cetera and its affiliated entities since 2017. Prior to that, she worked at Linsco/Private Ledger Corp. for 13 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform enabling advisors to implement model portfolios, select third-party managers, or build customized strategies.

Valerie Stanek is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Osaic. She previously worked at Lincoln Financial Advisors for 10 years. In addition to her advisory role, Stanek is a licensed attorney providing legal services and holds a notary position, indicating involvement in legal and administrative activities beyond financial advising. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization through a multi-advisor platform supported by various investment strategies and third-party manager programs.