Gerald Brown is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2013. Outside of his advisory role, he engages in e-commerce by selling sports memorabilia on eBay. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility criteria in its recommendations.

David Kempton is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Commonwealth Financial Network, Terramar Wealth, and Catalina Capital Group. He also engages in fixed insurance sales as a secondary business activity. 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, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Nathan Witte is a financial advisor at J.P. Morgan Securities in San Diego, CA, with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and Taiber Kosmala & Associates LLC. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Julia Moon is a financial advisor at LPL Financial with 10 years of industry experience. She holds the CFP® and Series 66 designations and has worked at firms including Lincoln Financial Advisors Corporation and Commonwealth Financial Network. She is also co-owner of Moon Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. 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 and access to model portfolios and third-party asset management.

Bradley Hawes is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015 and 2016, respectively. He is based in Del Mar, CA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a broad range of topics, allowing clients to combine planning with managed-account services while keeping them separate.

Diana Yakshimamedova is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 65 and Series 63 licenses and 9 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following a one-year tenure at Robert W. Baird. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

Lauren Peck is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. Prior to that, she worked at TD Ameritrade and Edward Jones. Outside of her advisory role, she manages a short-term rental property through Airbnb. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through various regulatory registrations.

Daniel Gardner is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Consultant at Equitable Advisors, LLC from 2021 to 2024. He holds a California Insurance License. Daniel emphasizes a client-centered approach to financial planning, focusing on listening and understanding his clients' goals and values. He aims to co-create strategies that align with what matters most to his clients, and he prioritizes making complex financial topics accessible and understandable. Outside of his professional work, Daniel enjoys activities such as golf, spending time at the lake, and watching movies.

Alan Willenbrock is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2019. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside his advisory work, he serves on an advisory committee for UA Venture Capital Find III, which involves reviewing valuations and fairness of fund acquisitions. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Corzine is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he began his career in 1995. Throughout his tenure, he has held various leadership positions, including Business Manager for the San Diego Complex. Jason focuses on developing financial strategies and providing advice tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® certificant and Chartered Retirement Planning Counselor (CRPC). Jason earned a Bachelor of Arts degree in Economics from Rutgers University in 1996. Jason resides in Rancho Bernardo, California with his wife, Rose, and their two children. Outside of work, he enjoys activities such as golfing, hiking, playing hockey, and tennis.

Dwight Barbiasz is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop actionable plans aimed at achieving lasting financial success. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate and Investment Solutions Representative before his current position. Dwight holds a California Insurance License, supporting his ability to provide comprehensive financial planning services. Outside of his professional work, Dwight's interests include cooking and baking, football, golf, hiking, music, and tennis.

David Delino is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mohammad Ali is a Series 66–licensed financial advisor at Edward Jones with seven years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2015 to 2024. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kieron Brimacombe is a Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to provide comprehensive financial planning, utilizing available tools and resources to co-create personalized plans that address long-term goals. Kieron has held various positions at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his experience in financial consulting and client relationship management. He holds a California Insurance License.

William Bitsimis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 42 years of industry experience. He has been with Wells Fargo Advisors LLC since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Ann Reagan is a financial advisor at Cetera with 13 years of industry experience and holds the Series 66 designation. She has worked at several firms including Avantax and Landmark Financial Management, where she also serves in an administrative capacity. Reagan is additionally involved with Monheit Frisch Group PLC as an assistant. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports diverse investment strategies with discretionary and non-discretionary authorities.

Kyle West is a financial advisor with J.P. Morgan Securities in San Diego, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Merrill Lynch (Bank of America) and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative manager research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Andrea Ashbacher is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at SagePoint Financial, Inc. for 14 years and has held roles at OSAIC Services, Inc. and Sunamerica Securities, Inc. Ashbacher is also engaged in selling life, health, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization tools and supports multiple advisory programs delivered through a complex network of affiliated entities.

Steven Anderson is a Series 66-licensed financial advisor with six years of industry experience. He has been with J.P. Morgan Securities since 2020, following a decade at Investment Planning Counsel. Based in San Diego, CA, Anderson’s career includes roles at JPMorgan Chase Bank NA and a brief period of unemployment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Dennis Hennings is a financial advisor at Ameriprise in San Diego, CA, with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2011. He is a 5% owner of Everafter Events, an event planning business operated by his wife. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, using a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.