Melissa Mills is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held positions at Royal Alliance Associates, INC. and Genovese Burford & Brothers. 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, supported by advanced operational and research tools.

Luke Rican is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to define financial goals and develop portfolio strategies designed to help clients pursue those goals. He provides ongoing advice and adjusts portfolios as clients' situations change. Luke holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from the University of Washington. His approach focuses on understanding what matters to clients and their families to help create a financial strategy tailored to their needs.

Nolan Worley is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Raymond James Financial, NW Asset Management, and Cavanaugh Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to various investment programs and utilizes technology tools to support advisors while maintaining oversight of a large network of representatives and significant discretionary assets.

Jack Patague Jr. is a financial advisor with LPL Financial in San Diego, CA, holding the Series 63 and Series 66 designations and bringing 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Matthew Plocher and Northwestern Mutual Investment Services, LLC from 2014 to 2021. Outside of his advisory role, he is a content creator and streamer for Gold Sparrow Gaming. 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 third-party asset management, supported by a large network of investment adviser representatives.

Ria Gost is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and 23 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, SCF Investment Advisors, and Sprott Asset Management USA, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jared Roethlisberger is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to providing comprehensive wealth planning and investment strategies tailored to clients' financial goals and needs. He has been with Fidelity Investments since 2013, progressing through roles including Regional Relationship Manager, Investment Consultant, Financial Consultant, and Assistant Branch Office Manager before assuming his current leadership position in 2018. Prior to joining Fidelity, Jared worked as a Financial Advisor at Merrill Lynch from 2011 to 2013. He holds a California Insurance License, supporting his expertise in financial and insurance planning. Jared's professional experience encompasses wealth management, investment consulting, and client relationship management. Outside of his professional responsibilities, Jared enjoys camping, cars, family activities, hiking, parenthood, and traveling.

Andrew Goins is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work with In Home Supportive Services, Uber, and Lyft. He is involved in sales of investment-related products and also engages in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and retains authority over model availability, using independent due diligence and delegated trading by BNY Mellon Advisors.

Tiffany Sanders is a financial advisor at Merrill with 14 years at the firm and 8 years of industry experience. She holds a Series 66 designation and has worked at Bank of America since 2018. Outside of her advisory role, she is a co-founder of the Iconic Arts Complex, a nonprofit performance arts organization where she oversees administration, programs, fundraising, marketing, and community outreach. She also owns a food delivery service operated outside market hours. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Farnaz Tajadod is a financial advisor at Ameriprise in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2025, she was with LPL Financial LLC from 2021 to 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, dependable income sources, and tax-aware withdrawal strategies.

Pablo Serna is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Silicon Valley Bank, Boston Private Wealth LLC, and Banc of America Investment Services. 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, third-party asset management, and institutional platforms.

Harrison Mccarey is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. Before joining LPL Enterprise, he was involved with New Way Van Life LLC for six years and held brief roles at Aegon and Getting Instruments. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, employer-sponsored retirement plans, and institutional entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Donald Hankins III is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and over 39 years of industry experience. He has been with LPL Financial since 1986. Outside of his advisory role, he is involved in tax preparation and accounting, providing California and federal income tax return services. 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 financial planning, asset management, and retirement advice services through a large network of investment adviser representatives.

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, holding Series 63 and Series 65 designations and over 41 years of industry experience. His prior roles include positions at UnionBanc Investment Services, Wells Fargo Clearing, and Banc of America Investment Services. He is based in San Diego, CA. 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, and supports advisors with technology tools while overseeing more than $819 billion in discretionary assets.

Jacob Bentley is a financial advisor with Cetera Investment Advisors LLC, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cetera in 2026, he worked for Axos Invest and has been involved with organizations including the South American Jewish American Community and Hillel International. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and advisory services delivered through a large nationwide network of independent advisors.

Ace Baker is currently a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Ace works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. Ace holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the California State University System. Ace's approach involves helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals.

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.