Mario Pometta III is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Sorrento Pacific Financial, CUSO Financial Services, LP, and Redwood Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Nicholas Mattlin is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Danyelle Comer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over a decade of experience at JPMorgan Chase Bank, N.A. She has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Patrick Vande Bossche is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he has experience with educational services including Hawkes Learning Systems and Mathnasium. 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 financial planning and investment management services through a large network of representatives, utilizing both proprietary and third-party strategies.

Monica Bezy is a financial advisor with Edward Jones in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at TD Ameritrade Institutional for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Crystal Locklear is a financial advisor with LPL Financial in San Diego, CA, holding the Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2024, she worked at Charles Schwab from 2022 to 2024, ICON plc from 2020 to 2022, and Arrow Asset Management from 2018 to 2020. 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 and access to various portfolio management options, supported by advanced research and operational tools.

Sean Muth is a CFP® professional with 17 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016, following prior roles at J.P. Morgan Securities and U.S. Bancorp Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages extensive assets and offers brokerage and advisory solutions, utilizing research and analytics to support portfolio management and investment decisions.

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.

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 with a Series 66 designation and four years of experience in the industry. Prior to joining Merrill, Yen worked at Bank of America, N.A. and CVS, and also held positions at Diazyme Laboratories Affiliated and Mesa Community College. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Claudio Villarroel Gutierrez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience and holds a Series 66 designation. His prior work includes roles at JPMorgan Securities LLC and Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets.

Lisa Moreno is a Series 66-licensed financial advisor with UBS Financial Services in San Diego, CA, bringing 20 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad array of capital markets, custody, and lending services.

Brian Hoyt is a CFP® and PFS™ with 24 years of industry experience. He is currently with LPL Financial and has worked at Tax & Capital Management 360 since 2011 and OSAIC Wealth Inc. from 2004 to 2025. In addition to his advisory role, he is involved in tax preparation and tax planning through Tax & Capital Management 360. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary account management with a wide range of investment strategies.

Emily Dearborn is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2022, she worked at several firms including Foresters Financial Services and Cetera Investment Services. Outside of her advisory role, she is a co-owner of a real estate rental investment. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with diverse investment strategies and operational tools.

Dillon Matheny is a financial advisor with Thrivent Investment Management in San Diego, CA, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA in various financial planning and investment management capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers flexible engagement options and combines planning with managed-account programs under a consolidated billing service called “WealthPlan.”

Joel Mattix is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Linsco/Private Ledger Corp. 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 portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jessica Richmond is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at LPL Financial for seven years, as well as at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo Clearing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Thatsane Souvanaphong is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously held positions at UnionBanc Investment Services and MUFG Union Bank. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Denise Giganti is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. In addition, she has been associated with Wells Fargo Bank, N.A. since 2006. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Moore is a Series 66-licensed financial advisor with LPL Financial in San Diego, CA. He has 13 years of industry experience, all with LPL Financial since 2013. LPL Financial is a national broker-dealer and registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning, asset management, and institutional platforms.