Taylor Parrillo is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and previously at Bayview Asset Management. Parrillo serves on the advisory board of a nonprofit organization at the University of California, Riverside, and is involved in tax preparation services through a separate business. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Charles Kraft III is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner of Kraft Wealth Management, a business operating under the Cetera umbrella. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Hannah Stanek Chu is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. She previously worked at Lincoln Financial Advisors for five years before joining OSAIC in 2025. Outside of her advisory role, she performs as a live musician and singer at various venues. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms.

Earl Thompson is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with UBS Financial Services since 1985. 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, providing a broad range of financial products and research to tailor client strategies.

Danial Lopez is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior positions include roles at UnionBanc Investment Services and Wells Fargo Clearing. 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 and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by both proprietary and third-party research.

Jacob Bentley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Axos Invest and ZRC Wealth Management, as well as community involvement with the South American Jewish American Community and Hillel International. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform featuring both affiliated and third-party investment options.

Ace Baker is a financial advisor at Merrill with Series 63 and Series 66 licenses and eight years of industry experience. His previous work history includes roles at Bank of America, Charles Schwab, TD Ameritrade, and Woodbury Financial Services. Outside of advising, he creates content through a side business focused on video production. Merrill provides managed account services primarily for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies that serve individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Anthony Wood is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2023. Prior to his advisory role, he attended the University of Miami and The Bishop's School. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Lisa Licini is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2008. 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 investment strategies.

Ricardo Mendez Gutierrez is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at UBS Financial Services since 2018, with prior experience at UBS Asesores Mexico SA de CV and Banco JPMorgan SA de CV. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Mario Pometta III is a Series 66-licensed financial advisor with 11 years of industry experience, currently with LPL Financial. His prior experience includes roles at Redwood Credit Union, CUSO Financial Services, Sorrento Pacific Financial, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Nicholas Mattlin is a financial advisor with LPL Financial based in San Diego, CA. He holds the Series 66 designation and has nine years of industry experience, including ten years with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Patrick Vande Bossche is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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, retirement consulting, and brokerage services with access to model portfolios, research, and various portfolio management options.

Crystal Locklear is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has prior experience at Charles Schwab and ICON plc. 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 various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

Sean Muth is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a prior role at J.P. Morgan Securities from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Susan Skolnik is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 66 designations and has worked at OSAIC since 2023. Prior to this, she was with Royal Alliance Associates for 16 years and has been self-employed since 1981. In addition to her advisory work, she owns a sole proprietorship focused on business development and business continuation planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and offers access to third-party managers and a broad range of investment products.

Adolfo Pastori is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Stephanie Thompson is a financial advisor at Charles Schwab with over 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 1997. Her roles have included positions at Charles Schwab Trust Bank, Charles Schwab Premier Bank, and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment recommendations alongside access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and combination of advisory, brokerage, custody, and cash-sweep services.

Yen Ho is a financial advisor at Merrill based in San Diego, CA, holding a Series 66 designation. Yen has been with Merrill since 2022 and previously worked at Bank of America, N.A., CVS, Diazyme Laboratories Affiliated, and Mesa Community College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Claudio Villarroel Gutierrez is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and previously worked at Jpmorgan Securities LLC for eight years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.