Nicholas Kolata is a Series 66-licensed financial advisor at Edward Jones with 12 years of industry experience. He previously worked at Bank of America (Merrill Lynch), Priority Financial Group, and MUFG Union Bank. He is based in Chula Vista, CA. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Allred is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he was involved in several educational roles from 2014 to 2022. Outside of his advisory work, he manages aircraft operations for a family business through Allred Klein Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, 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.

Amanda Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. based in San Diego, CA. She holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2025, she held positions at firms including Kestra Advisory Services and Northwestern Mutual Investment Services. Outside of finance, she works as an independent contractor with Tinseltones by Tomlinson, a holiday caroling group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advisory services using analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting programs.

Jeremiah Rodgers is a financial advisor at Merrill in San Diego, CA, with one year of industry experience. He holds a Series 66 designation and has previously worked at Cross Creek Golf Club and Linfield Christian High School. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Seki is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, B & C Wealth Management, OSAIC Services, Inc., and LPL Financial. Outside of her advisory role, she serves as Treasurer for a homeowners association. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools, with a large scale and complex affiliate network.

Daniel Racicot is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he is a business owner of Wire to Wire LLC in San Diego. 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 financial planning and asset management services supported by research, model portfolios, and various institutional platforms.

Christina Razzore is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley in various capacities from 2006 to 2025. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Steven Gonzalez is a financial advisor with LPL Financial in San Diego, CA. He holds the Series 66 designation and has four years of industry experience. Gonzalez has been affiliated with LPL Financial since 2008 and is also associated with Nautica Wealth Advisors. 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 services including financial planning, model portfolios, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives.

Hailey Christine Smith is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with UBS Financial Services in La Jolla, CA, where she has worked since 2017, with a brief tenure at Torren Management, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Jennifer Antoniadis is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 16 years of industry experience. She previously worked at Edward Jones and managed Princess Pub for 12 years alongside her advisory career. 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 broad range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sergio Jorquera Estero is a financial advisor at Merrill with Series 63 and Series 66 credentials. He has been in the industry since 2022, with prior experience at Wells Fargo, J.P. Morgan Securities, and JPMorgan Chase Bank. Before entering finance, he worked at Kilkenny Wine Group. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradford Byrns is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors, Commonwealth Financial Network, and Aegis Consulting. Byrns also engages in fixed insurance sales as a minor part of his activities. 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, model portfolios, third-party asset management, and institutional platforms, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.

Devon Buenrostro is a Financial Advisor at Merrill Lynch Wealth Management. He joined the Mohler Polo Mofty group in 2021, where he works closely with clients to simplify their financial lives and provide clarity around important financial decisions. His professional focus includes cash management, wealth strategies, and delivering personalized guidance tailored to clients' unique circumstances. Devon is a CERTIFIED FINANCIAL PLANNER® professional, applying a comprehensive and thoughtful approach to wealth management. He engages with clients to understand their goals and priorities, helping them build strategies that align with what matters most to them. His background includes dual degrees in Accounting and Business Administration with a concentration in Finance from Chapman University. Born and raised in Northern California, Devon resides in Pacific Beach. Outside of his professional work, he enjoys watching sports, going to the beach, and exercising.

Aaron Bennett is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His career includes roles at Merrill, Bank of America, and a self-employed period, as well as nearly a decade of experience in the restaurant industry prior to entering finance. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Peggine Tellez is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at firms including Securities America Advisors, Voya Financial Advisors, and Edward Jones. In addition to her advisory role, she is also a licensed insurance agent selling term, whole life, and long-term care insurance. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Christopher Kay is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal financial goals and develops strategies to help pursue short-, mid-, and long-term objectives. His services include general investing, retirement planning, and preparing for unforeseen financial needs. Christopher also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University System of Georgia. Christopher emphasizes ongoing advice and guidance as clients' financial needs evolve.

Daniela Jimenez Bribiesca is a financial advisor with Morgan Stanley in San Diego, CA, holding a Series 66 designation and three years of industry experience. She previously worked at UBS Financial Services Inc and Schneider Electric USA Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to assist clients.

Melanie Gilmore is a financial advisor with Wells Fargo Clearing in La Jolla, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held positions at Morgan Stanley, Merrill, and UBS Financial Services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions across a broad client base.

Adrianne Hoy is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for five years before joining UBS in 2021. 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 provides access to proprietary research and a broad range of capital markets services.

Kurt Hoffman is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS since 2011. UBS Financial Services 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, operating as a broker-dealer, an investment adviser, and a futures commission merchant.