Stephanie Van Hook is a financial advisor with LPL Financial in San Diego, California. She holds Series 66 and Series 63 registrations and has 17 years of industry experience, all with LPL Financial since 2009. 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 financial planning and advisory services including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Anthony Law is a financial advisor with Wells Fargo Advisors in San Diego, CA, holding Series 63 and Series 65 licenses with four years of industry experience. He has previously worked at Morgan Stanley, Charles Schwab, TD Ameritrade, and Premier Wealth Advisors. Prior to his finance career, he was employed by Cambridge University Press. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a wide range of tailored planning options. The firm utilizes proprietary research and planning tools to develop recommendations delivered to clients, who may choose to implement them through various brokerage or advisory programs.

Jeffrey Dockan is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work history includes positions at UnionBanc Investment Services and several Cetera-affiliated entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Francis Dempsey is a financial advisor with Edward Jones in San Diego, CA, holding Series 63 and Series 65 designations and offering over 32 years of industry experience. He has been with Edward Jones since 1993. In addition to his advisory role, he works part-time as a college instructor at the University of La Verne in Naples, Italy. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,000 advisors.

Thomas Domogma is a financial advisor with LPL Financial based in San Diego, CA. He holds a Series 66 designation and has nine years of industry experience. His previous roles include positions at Morgan Stanley and Morgan Stanley Private Bank, as well as experience with The Startup Garage. 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 through a large network of investment adviser representatives, featuring various portfolio programs and institutional platforms.

Shaun Alzate is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, LPL Financial, Wayne Hummer Investments L.L.C., and RSM Insurance Agency Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Joe Woods II is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and The Financial Planning Company. Outside of his advisory role, he serves as a middle school soccer coach for the Coronado Unified School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plan participants, and institutions.

Melinda Woodell is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 66 designations and having 29 years of industry experience. Her career includes roles at Merrill and Banc of America Investment Services prior to joining Wells Fargo. She has been with Wells Fargo Affiliates in various capacities since 2011. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party analytics.

Victor Gonzalez is a financial advisor at Ameriprise with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Aya Healthcare, ALPS Distributors, Inc., Brandes Investment Partners, and The Old Spaghetti Factory. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Kha Tran is a financial advisor with Charles Schwab in San Diego, CA, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at Charles Schwab and its affiliates since 2022 and previously spent 15 years at TD AMERITRADE Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separate managed accounts and maintains a centralized operational platform for custody, order routing, and alternative investment due diligence.

Jonathan Mendoza is a Certified Financial Planner (CFP®) at J.P. Morgan Securities with 12 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and also maintains a position at JPMorgan Chase Bank, N.A. Outside of his financial career, Mendoza owns an e-commerce business selling personal trading card collections. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jose Hernandez Jr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank since 2015. Outside of advising, he manages rental properties in the San Diego area. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through a broad range of retail and institutional investment offerings.

Richard Reimers is a CFP® with 30 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Stifel Nicolaus & Co Inc for 14 years, Wells Fargo Clearing for one year, and A. G. Edwards & Sons, Inc. for 11 years. He also acts as a trustee for family investment trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives.

Laura Fetterman is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advice using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Jonathan Bourgeois is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Bourgeois is involved as a business development consultant for HL Welding Inc. and owns JB Bourgeois 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Matthias Jimenez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked within various JPMorgan entities since 2015. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.

Hao Hoang is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2008. 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.

Lisa Yang is a financial advisor with LPL Financial based in La Jolla, CA, holding a Series 66 designation and 9 years of industry experience. She has worked at LPL Financial since 2014 and previously spent a year at the University of California, San Diego. Yang is involved with Symbio Financial Partners, an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions using a variety of portfolio management strategies and support tools.

Joseph White is a CFP® with 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC and Ameriprise. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Christopher Schwartz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Commonwealth Financial Network for 10 years and OneAmerica Securities, Inc. for one year. Based in San Diego, CA, he joined LPL Financial in 2026. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.