Phillip Kaplan is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Wamu Investments, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, offering a program that emphasizes client decision-making and incorporates ESG eligibility criteria.

Christopher Landwair is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and has 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Lincoln Investment, Capital Analysts Inc, and Citigroup Global Markets. He is also involved in fixed insurance sales conducted at his branch location. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various investment strategies and operational tools.

Arthur Shooter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his role at Wells Fargo, he owns Kelley Shooter Financial Services and serves as trustee of the FINET 401K Plan. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Braden Hutten is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previously worked at Top Golf and attended Arizona State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning focused on various topics such as retirement and estate planning. The firm separates its planning services from managed accounts and does not provide portfolio management for institutional clients.

John Lohrenz is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He worked at Merrill from 1997 to 2009 before joining LPL Financial, where he has been since 2009. Outside of his advisory role, Lohrenz is an author working on a book through The Prosperity Project. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with multiple investment strategies and technology tools while managing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Ryan Peterson is a financial advisor at UBS Financial Services in San Diego, CA, holding a Series 66 designation with six years of industry experience. His work history includes multiple roles at UBS since 2017 and prior experience in various sectors including education and the U.S. Marine Corps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Claire Shinholser is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in San Diego, CA. She has previously worked at firms including Overland and Shanahan and Voya Financial Partners. Outside of her advisory role, she is involved with independent insurance services through The Producer's Group and High Bluff Private Wealth. 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, supported by a large network of investment adviser representatives.

Diana Molina is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Before entering finance, she worked at Sushiya and Eastlake High School. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Chad Marentette is a financial advisor with Edward Jones in Oceanside, CA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Murray Johnson III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Cambridge, he worked at UBS Financial Services from 2001 to 2004. Outside of his advisory role, he is involved in several business ventures, including serving as managing member of LocalBeyond LLC, which facilitates opportunities for individuals to live and work abroad. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Angela Alldredge is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at CitiGroup, Bank of America, and Merrill. Outside of her advisory role, she manages a rental property through a family trust. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Joseph Kitaen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Outside of finance, he has been involved in a short-term entrepreneurial venture named Rent a Frog. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of affiliated portfolio services.

Carly Hall is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. She has been with Thrivent and its affiliates since 2020. Before her financial advisory career, Carly worked in healthcare-related roles at Hoag Hospital and Paloma Medical Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics and offers clients the option to combine planning with managed-account services under a consolidated billing program.

Walter Bowser II is a CFP® professional with 18 years of experience in the financial industry. He has been with Edward Jones Investments since 2007. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Tiy Oneal is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 license and over 34 years of industry experience. He previously worked at Lucia Securities, LLC, First Allied Advisory Services, Inc., and First Allied Securities, Inc. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dean Zack is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 39 years of industry experience. He has worked at Raymond James since 2018 and previously held positions at Wells Fargo Clearing and Concurrent Advisors. He is the owner of Zack Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using analytical tools and non-discretionary advisory services tailored to client goals.

David Lu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley & Co Inc for 10 years before joining Wells Fargo Clearing in 2019. 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 services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Sundstedt is a financial advisor with Morgan Stanley in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses a structured financial planning process supported by firm-approved tools and provides investment advice without individual security recommendations as part of standalone planning.

Christopher Campbell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Geico, Actalent, and Nordstrom Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Bekah Peterson is Vice President and Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2025. Prior to this, she served as Vice President and Wealth Planner at Fidelity Investments from 2021 to 2025. In her current position, she partners with clients to develop tailored wealth management strategies that address the complexities and opportunities associated with significant wealth. She focuses on aligning financial plans with clients' evolving goals, including wealth preservation, philanthropic endeavors, and business transitions. Bekah holds a California Insurance License, supporting her advisory services in managing her clients' financial and insurance needs. Outside of her professional career, Bekah engages in fitness activities including scuba diving, snowboarding, yoga, and traveling.