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 Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he offers a comprehensive approach to managing wealth, beginning with understanding a client's financial situation and family priorities. He then helps create customized wealth management strategies that are adaptable to changing market conditions, leveraging investment insights from Merrill and banking and lending services from Bank of America. With over 25 years of experience, John has worked extensively with business owners, senior executives, and their families, particularly in areas such as executive compensation, equity compensation, legacy planning, and retirement income strategies. He is part of a team known for high-touch, planning-driven service that addresses complex wealth management needs, including managing liquidity events, succession planning, and tax minimization. John holds a Certified Investment Management Analyst (CIMA) designation and a Personal Investment Advisor (PIA) credential. He earned his high school diploma from Hilltop High School and attended Foothill College without earning a degree. Outside of work, he engages in activities such as biking, boating, camping, fishing, golfing, hiking, surfing, traveling, yoga, and spending time with his family. He also participates in community volunteer activities.

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.

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 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.

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 designations and has worked in advisory roles at Securities America Advisors and Securities America, Inc. since 1996. In addition to his advisory work, Wilkie owns Financial Strategies Group, where he engages in insurance sales. OSAIC serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to provide portfolios tailored to client needs.

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.

Jordi Teixido Teixido is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at Santander International for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Wasserman is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves as a school board trustee for Cold Spring School and is a committee member of the nonprofit organization Hillel of Santa Barbara, which focuses on enhancing Jewish life on the college campus. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Veronica Ramos Flores is a financial advisor with UBS Financial Services in San Diego, holding a Series 66 designation and two years of industry experience. She previously worked at Banco Santander International for twelve years. Outside of her advisory role, she serves as grantor and trustee for a wealth planning entity in San Diego. UBS Financial Services 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 client strategies.

Karen Brady is a financial advisor at LPL Financial with 42 years of industry experience. She holds the Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2023, she worked at Wedbush Morgan Securities for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions including model portfolios, third-party asset management, and institutional platforms.