Craig Cohn is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. His prior roles include tenures at Independent Financial Group, LLC and Commonwealth Financial Network, as well as an earlier period at LPL Financial. He is the sole owner of COHN & COMPANY INC., a non-investment-related business entity. 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, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

David Loseke is a financial advisor with J.P. Morgan Securities in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Prior to joining J.P. Morgan in 2023, he spent over a decade at First Republic Securities Company and First Republic Bank. Outside of finance, he serves on the board of the San Diego Police Foundation and is president of the Torrey Pines High School Foundation; he also holds passive ownership interests in biotechnology and technology ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Randy J. Taylor is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where he has been a part of the firm for nine years within his 17-year career in financial services. He holds the Chartered Retirement Planning Counselor™ (CRPC) designation and serves as a founding member and one of three senior partners of the Merrill Lynch Wealth Management team, Taylor & Associates. Randy and his team provide clients with a comprehensive wealth management service model, emphasizing work ethic, dependability, trust, and accessibility. Randy works closely with business owners, senior executives, physicians, families, and beneficiaries of generational wealth, focusing on personalized wealth management strategies that are disciplined, purposeful, and tax efficient. His team's expertise covers personal financial planning, lending, business acquisitions, private business sales, custom lending, and business transitions with tax efficiency considerations. He also coordinates with clients’ external advisors such as estate planning attorneys and CPAs and offers access to additional services through Bank of America, including Investment Banking, Commercial Banking, and Personal Banking. Randy’s educational background includes a High School Diploma from Torrey Pines High School and attendance at Liberty University. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of his professional life, Randy is a husband and father to three children. He enjoys fitness activities such as playing pickleball and surfing, as well as writing and performing original music. Traveling and making memories with his family are among his personal interests.

Jeff Prichard is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 25 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Global Atlantic Financial Group and Global Atlantic Distributors, LLC from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Hillary Clarke is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In her role, she focuses on developing personalized financial strategies tailored to clients' risk tolerance, liquidity needs, and time horizons to support their unique life goals. Hillary holds a California Insurance License, which complements her financial consulting expertise. Outside of her professional work, she engages in personal interests such as gardening, tennis, traveling, and volunteering.

Jasreen Sidhu is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, she worked at Edward Jones, Morgan Stanley, BMO, First Foundation Bank, UBS, and Questrade Inc. Sidhu is also listed as CEO of a photography and videography business, Divine Mantra LA LLC, though it is currently not operating. 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 through over 14,000 advisors and offers a broad range of brokerage and advisory solutions.

Gerald Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and over 12 years of industry experience. He has worked with various divisions of JPMorgan Chase since 2009. Outside of his advisory role, he is involved in selling sports memorabilia through an e-commerce platform. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Nathan Witte is a financial advisor at J.P. Morgan Securities in San Diego, CA, holding a Series 66 credential. He has one year of industry experience, including prior roles at JPMorgan Chase Bank, N.A. and Taiber Kosmala & Associates LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Susan Hoyt is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior experience includes positions at LPL Financial and CUSO Financial Services. Outside of her advisory role, she owns two rental properties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Bradley Hawes is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Del Mar, CA, and has been with the firm since 2015. He has 10 years of industry experience. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and written recommendations on various planning topics, provided either as a one-time or ongoing engagement, without portfolio management or discretionary trading authority.

Diana Yakshimamedova is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 registrations and possessing nine 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 LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Lauren Peck is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 13 years of industry experience. She has worked at JPMorgan Chase Bank and JP Morgan Securities since 2016 and previously held positions at TD Ameritrade and Edward Jones. Outside of her advisory role, she manages her own short-term rental property on Airbnb. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Eric Aguirre is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management strategies tailored to senior corporate executives, business owners, and professional athletes. Eric focuses on helping clients anticipate key decision points, unify various aspects of their wealth, and implement disciplined financial decision-making. His expertise includes pre- and post-IPO strategies, 10b5-1 trading plan design and administration, stock option analysis, liquidity management, and private-business sales. He also offers a tax-sensitive approach to wealth creation, next-generation wealth transfer, and philanthropic planning. Eric began his career at Merrill Lynch Wealth Management in 2006 and joined Merrill's advisory division in 2012. He holds several professional designations including the Certified Private Wealth Advisor® (CPWA®), Certified Equity Professional (CEP), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and the Sports & Entertainment (SE) designations. Eric earned a Bachelor of Science degree in Finance and Entrepreneurship from the University of Arizona. His previous experience includes working as an equity research analyst and assisting companies with corporate equity compensation plans. Outside of his professional responsibilities, Eric is actively involved in community organizations such as the National Center for Employee Ownership, the National Association of Stock Plan Professionals, and the Guillain-Barré Foundation. He resides in Carlsbad with his wife Chelsea and their two sons. In his free time, Eric enjoys coaching football and baseball teams, playing golf, and traveling to tropical destinations.

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.

Paul Firth is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include 21 years at Wedbush Securities Inc and six years at Prudential Equity Group, LLC. He is also associated with Firth Capital Partners, LLC, an entity related to his LPL business. 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 portfolios, third-party asset management, and institutional platforms.

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.