Kathleen Baez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and several other firms over the past two decades. Outside of her advisory role, she is an associate employee at Invested Consulting, Inc., where she serves as a registered administrator supporting financial advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nathan Hockstra is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior work experience with Gems Publishing, Ditch The Game, Knowledge For Men, and Robbins Research International. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund, operating under a fiduciary standard.

Jackson Montgomery is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Interactive Brokers LLC and LPL Financial. His background also includes roles outside finance, such as working for Pizza Hut and involvement with the Cal South Soccer Organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jacob Bauchmann is a financial advisor with LPL Financial in La Mesa, CA, holding the CFP® and CFA® designations and 14 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he is involved in a family business as a bookkeeper and videographer. 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 programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with support from internal and third-party research.

Kirkland Myers is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has previous work experience at La Jolla Beach and Tennis Club, In-N-Out, San Diego State University, and Oxnard High School. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, provides sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Zevida Sasser is a Planning Consultant at Fidelity Investments, where she works closely with clients to develop personalized financial plans that align with their goals and family needs. She prioritizes building relationships rooted in trust and aims to be a reliable, knowledgeable partner for her clients. Zevida has held multiple roles at Fidelity Investments, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant. Prior to joining Fidelity, she worked as a Bank Teller at Wells Fargo. She holds a California Insurance License. Outside of her professional role, Zevida has interests in fitness, food, golf, pets, snowboarding, and soccer.

Evan Fowler is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following seven years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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, supported by proprietary research and a broad platform of capital markets services.

David Harding is a financial advisor with Edward Jones in San Diego, CA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Stave Apps for one year. Outside of advising, he owns and maintains rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Eric Bresnick is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities since 2009. He is based in San Diego, CA. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

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.

James Mckenna is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with LPL Financial since 2010 and operates under the DBA McKenna Financial, which also provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options and access to proprietary and third-party research.

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.

Brooke Sorchy is a CFP® with four years of industry experience, currently affiliated with LPL Financial. Her prior work includes roles at MW Asset Management, Michelle Warner Real Estate, and Einstein Bagels. Outside of her advisory work, she is a brand ambassador for Ruby Moon, a retail business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and retirement plan consulting supported by research and model portfolios from various sources.

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.

Cole Rener is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he worked at Equinox Gym and Lifetime Fitness. Outside of his advisory role, he is also a sales associate with Realty Benefit Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, focusing on advisory and brokerage solutions through program sponsors and third-party managers.

Brett Morris is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TD Ameritrade for 12 years. Outside of his advisory role, Morris serves as a housing board member for the Cowlitz Indian Tribe, reviewing housing assistance needs for tribal members. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Rosemary Carlisle is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Outside of finance, 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 services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Katherine Tawoda is a financial advisor at UBS Financial Services with 22 years of industry experience. She has held roles at UBS since 2021 and previously worked at Wells Fargo Advisors for 12 years. Her credentials include Series 63 and Series 65 licenses. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.