Braden Hutten is a financial advisor at Thrivent Investment Management in Del Mar, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Thrivent, he worked at Top Golf and has a background including roles at Arizona State University and FunFlicks. 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 analyses across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

John Lohrenz is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009. Outside of his advisory work, he is an author and has been involved in writing a book through The Prosperity Project since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

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 financial advisor with LPL Financial based in San Diego, CA, holding CFP® and Series 66 designations and bringing 10 years of industry experience. She has worked at LPL Financial since 2018 and is also associated with Overland and Shanahan Wealth Advisors, where she provides financial planning and consulting services. Outside of her advisory roles, she is involved as an independent insurance agent with The Producer's Group and High Bluff Private Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Diana Molina is a financial advisor at Fidelity with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Prior to her finance career, she was employed at Sushiya and Eastlake High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, serving a broad client base with systematic investment methodologies.

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 in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cambridge since 2004 and also serves as president and managing member in several family-related and business entities, including Johnson Valley Management, LLC and LocalBeyond LLC, which facilitates individuals living and working abroad. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, employing a variety of portfolio management and investment platforms with both discretionary and non-discretionary strategies.

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 three years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Outside of finance, he has experience working with Rent a Frog and Jimmy's Famous American Tavern. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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 designation and 33 years of industry experience. Prior to joining LPL Financial in 2020, Tiy worked at Lucia Securities, LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment options supported by research from both internal and third-party sources.

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.

Shannon Arballo is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She focuses on developing personal relationships with clients, emphasizing transparency, open communication, integrity, trust, and ethics in her approach. As a FINRA registered advisor, Shannon serves the best interests of her clients by integrating Merrill Lynch's investment insights with the banking services of Bank of America. Her expertise includes family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and individual and corporate investment strategy. Shannon strives to understand clients' priorities and goals at every stage of life to create tailored strategies aimed at achieving those objectives. Shannon holds a Personal Investment Advisor (PIA) designation and has completed education at Poway High School and Ashford University. She actively participates in her community through volunteering with organizations such as Jacobs & Cushman San Diego Food Bank, OPERATION HOMEFRONT INC, SUPPORT THE ENLISTED PROJECT INC, and Surfrider Foundation San Diego County Chapter. Outside of work, her personal interests include camping, cooking, golfing, music, spending time with her family, and watching movies.

Kaitlyn Clark is Vice President and Branch Leader at Fidelity Investments, where she leads a team focused on delivering a great experience for clients. She works closely with advisers and team members to support their efforts in helping more people with their financial needs. Kaitlyn has extensive experience at Fidelity Investments, having held multiple roles since 2016. Her positions have included Financial Representative, Relationship Manager, Planning Consultant, Financial Consultant, Branch Leader, and now Vice President, Branch Leader. She holds a California Insurance License.

Maxwell Razzore is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has worked with several firms, including LPL Financial from 2008 to 2021 and First Allied Securities from 2021 to 2022. Since 2021, he has been associated with multiple Cetera entities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.