Dolores Serdahely is a Wealth Management Advisor at Merrill Lynch Wealth Management. Details about her professional experience, educational background, credentials, and personal interests have not been provided.

Antonio Rizzuto is a financial advisor at Edward Jones in Carlsbad, CA, holding a Series 66 designation with two years of industry experience. He has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment and advisory services, supported by a large network of financial advisors and branch offices across the country.

Bradford Willis is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in product reviewing on Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

William Allred III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at LPL Financial for 11 years before joining Wells Fargo in 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Dana Albert is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a background rooted in the Coastal North County San Diego community, he focuses on delivering personalized wealth management strategies that align with clients' unique financial goals and market conditions. Dana draws upon his experience in the golf industry and hospitality sector to provide service centered on building meaningful client relationships. He offers expertise in areas including college education planning, family wealth management, legacy planning, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Dana holds a Bachelor's Degree from the California State University system and a Master's Degree from National University. He carries the Personal Investment Advisor (PIA) designation. His prior career includes 20 years in various roles within private golf clubs, along with experience as a college instructor and service manager, which informs his approach to coaching and educating clients. He is involved with professional organizations such as the Leukemia and Lymphoma Society of San Diego and True Care. In his community, Dana participates with groups like First Step House of North County, Junior Achievement San Diego, Knights of Columbus Chapter 9022, Meals on Wheels San Marcos, North County Junior Golf Association, Pro Kids The First Tee Oceanside, San Marcos Boys and Girls Club, and the San Marcos Rotary Club. He resides in Oceanside with his wife, three daughters, a cat, and a guinea pig. Dana's personal interests include baseball, gardening, golfing, music, surfing, table tennis, watching movies, and spending time with his family.

Carolina Rida Jaafar is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Colin Field is a financial advisor at Edward Jones in San Marcos, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in mortgage lending at Nations Direct Mortgage and JMAC Lending. Edward Jones is a full-service wealth management firm serving over 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 and offices.

Marcus Shaw is a financial advisor with Thrivent Investment Management in Del Mar, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Thrivent in 2019, he spent 25 years at Allergan Pharmaceuticals. Outside of his advisory role, Shaw is a partner in a high-end car recreation business and serves on the board of the Mitchell Thorp Foundation, a nonprofit supporting families of children with rare diseases. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based analyses and a broad range of planning topics without discretionary trading authority, allowing clients to integrate planning with managed accounts under a consolidated billing option.

Richard Chase is a financial advisor with J.P. Morgan Securities in Del Mar, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including 14 years at Wells Fargo Bank NA before joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Joshua Thompson is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise and Wisdom Wealth Management since 2021. Joshua was previously a full-time student at Chapman University and worked at Santa Fe Christian School. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team and offering a broad range of advisory, brokerage, and insurance solutions.

Jaime Morgan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. Morgan has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Poznicek is a CFP® with 15 years of industry experience, currently serving at Wells Fargo Clearing since 2021. His prior roles include positions at Northwestern Mutual Investment Management and Cetera Advisors LLC. 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 employs an IPS-driven advisory process based on modern portfolio theory and includes a broader set of financial product offerings than many institutional advisers.

Brian Coffin is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm employs a structured financial planning process and manages approximately $2.74 trillion in client assets.

Carla Campbell is a CFP® professional at Cetera with 27 years of industry experience. She has held various roles including at Avantax entities for over two decades and currently serves as Chief Operations Officer of Clarion Wealth Management and President of Clarion Tax & Wealth Strategies. Outside of advising, she acts as trustee for a family trust and co-executor of a relative’s estate. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through an extensive nationwide network of independent advisors.

Dominic Myers is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Capital Inc and Independent Financial Group. Myers is also an educational speaker for the Foundation for Personal Financial Education, providing financial education to the general public. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Michael Larkin is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He has worked at Merrill since 2018 and has held prior positions at the University of Redlands, Keystone Property Management, and Palomar College. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joanne Wong is a financial advisor with Merrill based in San Diego, CA, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Merrill since 2003 and has been with Bank of America, N.A. since 2011. 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.

Gary Endres is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is a 20% owner of Montrose LLP, which owns real estate property in Costa Rica. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to support its investment analysis and allocation guidance.

Ara Freedman is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Lucia Capital Group and Lucia Securities from 2011 to 2020. 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 portfolio programs, third-party asset management, and institutional platforms.

Dushyanth Reddy is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. He has worked at Lincoln Capital, Inc. since 2007 and was previously with Independent Financial Group before joining Cetera. He volunteers with the Foundation for Personal Financial Education, providing one-on-one financial counseling. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.