Pejhmon Kalantar is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo Clearing. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad array of financial products.

Louie Dolor Jr. is a financial advisor at Cetera with Series 63 and Series 65 credentials. He has one year of industry experience and previously served in the US Navy for seven years. He has also worked with several Cetera entities and attended both UCLA Extension and San Diego State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse program options and custodial relationships.

Brian Grigg is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, and has 17 years of industry experience. His career includes roles at Avantax Insurance Services, Hughes Ferguson Grigg LLP, and managing his own firms such as Grigg Financial Group and Brian Grigg CPA. He is also involved in tax preparation and accounting through his ownership of related business entities. 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.

Lisa Behun is a financial advisor with RBC Capital Markets in La Jolla, CA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill for 17 years and Bank of America, N.A. for 19 years. RBC Wealth Management serves a broad client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides comprehensive portfolio management, financial planning, custody, and brokerage services.

Chloe Williams is a financial advisor at OSAIC with four years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for four years and attended UC Berkeley from 2017 to 2021. Williams holds a Series 66 designation. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses a variety of tools and platforms to construct portfolios and supports legacy programs and account transitions.

Carlos Getino is a financial advisor with LPL Financial and holds the CFP® designation along with a Series 63 license. He has 35 years of industry experience, including 31 years at Ameriprise Financial Services and four years at LPL Financial. 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 range of advisory and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Shannon Cruz is a financial advisor at Morgan Stanley in La Jolla, CA, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley and its affiliate for nine years, beginning her career at Morgan Stanley & Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models to assist clients.

Stefan Hartung is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 with a brief gap between 2025 and 2026, and previously spent 13 years at the City of Wuerzburg. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored reports and ongoing advice focused on reliable income and tax-aware withdrawal strategies.

Sarah Yoshisato is a financial advisor at Edward Jones in San Diego, CA, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Matthew Howard is a financial advisor with LPL Financial in El Cajon, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Avantax Advisory Services and 1st Global Capital Corp., as well as over a decade at Wade, Howard & Associates, CPAs LLP. He is involved in tax preparation and accounting through his related business, HNK, CPAS, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Scott Cain is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 11 years. Outside of finance, he was involved in a photography business, Mia Bambina Photography Inc., for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its services.

Barry Allred II is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, B & C Wealth Management, and OSAIC Services, Inc. In addition to his advisory role, he is involved in a family business through Allred Klein Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various models and strategies enabled by advanced operational tools.

Amy Melton is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 license and previously worked at Brookfield Asset Management and Northern Trust Corporation. Melton’s educational background includes four years at DePauw University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a client-specific investment approach using both in-house and third-party managers, supported by a broad capital-markets platform.

Joshua Wyper is a Series 66 licensed financial advisor with LPL Financial, bringing 10 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2022. 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 and model portfolio programs, utilizing a variety of investment strategies supported by advanced operational tools.

Samuel Oh is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services, Inc., Mobe Health Connect, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

De Anne Steele is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America Private Bank. Steele participates in the San Diego Angel Conference at SDSU and is a member of Wharton Alumni Angels, where she reviews early-stage investment opportunities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers tailored financial planning and portfolio management based on proprietary research and capital market assumptions.

Douglas Robinson is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Nanocellect Biomedical Inc and the Institute of Risk and Safety Analyses. 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 offers a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside centralized custody and order-routing arrangements.

Thomas Krumenacker is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 63 designation and over 32 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved with the American Liver Foundation and serves as a patient advocate for the Liver Coalition of San Diego. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans for clients. The firm combines institutional trading capabilities with wealth management services, operating in multiple capacities including broker-dealer, investment adviser, and futures commission merchant.

Ronald Sisk is a CFP® with 24 years of industry experience, currently serving at Edelman Financial Engines in San Diego, CA. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term investment approach.

Whitney Brillon is a Financial Consultant at Fidelity Investments. In this role, she works closely with clients to develop personalized financial plans that align with their goals and values, aiming to provide a roadmap for achieving financial confidence and peace of mind. She has accumulated extensive experience in the financial services industry, holding multiple positions at Fidelity Investments since 2013, including Financial Representative, Relationship Manager, Investment Consultant, and Vice President, Financial Consultant. Whitney also served as Vice President, Financial Consultant at Charles Schwab from 2022 to 2024 before returning to Fidelity in her current role. Whitney holds a California Insurance License. Outside of her professional work, she enjoys cooking and baking, family activities, exploring food as a foodie, and traveling.