Noelle Ohmann is a financial advisor with Equitable Advisors in San Diego, CA, holding the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked in various customer service roles including at The Cheesecake Factory, where she continues to work as a waitress alongside her advisory career. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Stasia Krahling is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chad Anderson is a financial advisor with LPL Financial in San Diego, CA. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Digital Capital Management, Securian Financial Services, and Morgan Stanley. 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 platforms, supporting advisors with various strategic and tactical investment options.

Joshua Dunphy is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His background includes roles at Northwestern Mutual and Securities America, as well as experience outside finance in the food service industry and entrepreneurial ventures. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves as a registered commodity pool operator, advises multiple investment companies, and utilizes systematic methodologies and AI tools in its investment process.

Matthew Schrady is a financial advisor at Ameriprise with 33 years of industry experience. He has held roles at Ameriprise Financial Advisors Inc. and Ameriprise Financial Services, LLC since 2016. His credentials include Series 63 and Series 65 licenses. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Danielle Martinez is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, Lincoln Financial Group, and the University of Hawaii at Manoa. 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 supports advisors with proprietary research and model-based asset allocations.

Lindsey Feeney is a financial advisor with LPL Financial in San Diego, California, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial since 2006. 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 portfolios, third-party asset management, and institutional platforms.

Bradford Best is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with firms including First Allied Securities and LPL Financial. Outside of his advisory role, he serves on the Advisory Council at the University of California, Irvine, reviewing continuing education programs for professionals, and hosts a pinball streaming channel called DoubleBizzo. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets across approximately 10,000 advisors.

Alexandra Vidal is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. Her prior roles include positions at 1st Global Advisors, Ameriprise Advisor Services, and various other firms. Outside of financial advising, she is an ordained minister and owns Trident's Theories, LLC, a research-focused business. 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 and brokerage services supported by extensive research, technology tools, and a large network of advisors.

Stephen Cote is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides proactive financial advice and guidance to help clients manage their goals, focusing on retirement planning, investment selection, and cash management. Stephen works with affluent individuals, families, and business owners to manage, preserve, and grow their wealth in a tax-efficient manner, addressing areas such as executive compensation, legacy planning, family wealth management strategies, socially responsible investing, and retirement income. Stephen has obtained the Certified Portfolio Manager (CPM®) designation through a collaboration between the Academy of Certified Portfolio Managers and NYU Stern. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, emphasizing the pre- and post-retirement needs of individuals, in addition to the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Roger Williams University. Residing in La Jolla, California, Stephen maintains a residence in the Bay Area. In his personal time, he enjoys outdoor activities including golf, volleyball, running, baseball, cooking, fishing, and competition. He is also committed to community involvement, volunteering with organizations in the communities he serves.

Victoria Sazunic is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2003. Outside of her advisory role, she has been involved with San Diego Civic Theaters since 2005. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services including financial planning and estate strategies.

Erin Arellano is a financial advisor with LPL Financial in La Mesa, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2014, Erin worked at Advisors Asset Management, Inc. and U.S. Bancorp Advisors, LLC. Outside of advisory work, Erin owns Coordinated Contract Services, a transportation business serving disabled adults, and provides tax preparation services as an enrolled agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives, serving individual and institutional clients with a range of financial planning, asset management, and retirement solutions.

Peter Mc Mahon is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior roles include positions at Lincoln Financial Advisors, J.P. Morgan Securities, Chase Investment Services Corp., and TD Ameritrade. He is also licensed as an insurance agent offering disability and traditional life insurance, along with fixed and indexed annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Lisa Koyama is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and multiple Cetera-affiliated firms. She is also a commissioned notary public. 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 wide range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of over $819 billion in discretionary assets.

Michelle Gray is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Michelle is based in San Diego, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by proprietary tools and research.

Kristin Krueger is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has a background that includes service in the United States Navy for 20 years, as well as roles at Booz Allen Hamilton and Big Block Realty. 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 with a network of around 23,701 financial advisors and 15,121 branch offices nationwide.

Colin Parker is a financial advisor at UBS Financial Services in La Jolla, CA, holding a Series 66 designation with 11 years of industry experience. He previously worked at Merrill from 2012 to 2016 and has been with UBS since 2018. 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 uses proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Phillip Nuttall is a CFP® professional based in San Diego, CA, with 15 years of industry experience. He is currently affiliated with LPL Financial and has worked previously with Stratos Wealth Advisors, Capital One Investing, and HSBC Bank. His credentials include Series 63 and Series 65 licenses. 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 portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Dunyong Wen is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and East West Bank. His career also includes sixteen years at Industrial Bank of China’s Wuhan branch. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Bryce Morley is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at One Pacific Financial Strategies and Emerson Equity. Outside of finance, he has experience in entrepreneurial and service roles, including operating Curl Market and working in house painting. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.