Kelley Lee is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. Lee has been with Wells Fargo Bank, N.A. since 1996 and with Wells Fargo Clearing since 2016. 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 supports a large network of advisors, offering both brokerage and advisory solutions.

Amanda Bonomi is a CFP® with 18 years of industry experience, currently serving at Osaic. She has previously worked at Securities America Advisors and Foothill Securities, among other firms. Outside of advisory work, she is involved as Vice President of Jade San Diego, a nonprofit supporting youth athletics in low-income areas. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Luken Wilson is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. His prior work includes roles at 3E Company and Gremlin, as well as involvement with the University of San Diego’s University Ministry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custodial services supported by centralized operations and extensive alternative investment due diligence.

Britain Kern is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2025, Kern held various roles including positions at Applied Minds and Nextbite. 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.

Kyle Campa is a financial advisor with Charles Schwab in San Diego, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment management along with brokerage and custody services. The firm is notable for its scale and integrated structure, combining advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment program.

George Lafear Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. His work history includes multiple tenures at Primerica Advisors, as well as roles at the University of Redlands and Morongo Casino Resort and Spa. He is involved in sales of investment-related products and home security and automation services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Kristina Walden is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 63 designation and 11 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2012 and with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Anderson is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple firms, including Girard Securities and Summit Brokerage Services. He serves as treasurer of the nonprofit Legatus. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party investment strategies.

Anthony Gaines is a financial advisor at Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 66 credentials with 10 years of industry experience. He has previously worked at firms including JPMorgan Securities LLC, Merrill, and Bank of America, and maintains part-time roles as a driver for ride-share and food delivery services. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Jason Lewis is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has prior experience at Cadaret Grant & Co, CUSO Financial Services, Atria Wealth Solutions, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies.

Robert Kinslow is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. He is based in La Jolla, CA. 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 and third-party sources.

Scott Kilian is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial. His career includes multiple tenures at LPL Financial as well as roles at The Family Firm, Inc., Delphi Private Advisors, Commonwealth Financial Network, and Centara Capital Management Group. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of investment strategies supported by research and technology tools.

Cassandra Rodriguez is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2019, with prior roles at Citizens Securities, Inc. and CITIZENS Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Valerie Saucedo is a CFP® with seven years of industry experience, currently an advisor at LPL Enterprise. Her prior roles include positions at The Prudential Insurance Company of America, UBS Financial Services, and Harbour Investments, Inc. She is based in San Diego, CA. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, using portfolios developed internally or by third-party strategists, and offers access to a variety of financial planning and asset management solutions.

Veronica Lizeth Montalvo is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a range of capital markets and research resources.

Billy Chu is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, East West Bank, and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Jeffrey Levine is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes nine years at UBS Financial Services and 20 years at Linsco/Private Ledger. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Michael McNeill is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning over three decades, as well as service at the California Health Benefit Exchange. He also operates McNeill Insurance and Financial Services, a property and casualty insurance business in San Diego. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Owen Stiefvater is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include positions at Dudm Real Estate Group and ongoing involvement with the San Diego Symphony. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies across diverse program structures.

Megan Gunn is a financial advisor with Charles Schwab in San Diego, CA, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. Her prior work experience includes roles at First Republic Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of her advisory work, she serves as an independent consultant mystery shopper for several consumer service companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by extensive research and integrated operational capabilities.